Opal Capital’s HSBC HSBC Stock Holding History

Opal Capital’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.57M	Buy	48,065 +6,110	+15%	+$558K	0.82%	45
2026 Q1	$3.46M	Buy	41,955 +5,151	+14%	+$436K	0.61%	69
2025 Q4	$2.9M	Buy	+36,804	New	+$2.63M	0.72%	45

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Opal Capital's HSBC Position: Q2 2026 in Review

Opal Capital increased its HSBC (HSBC) stake by 15% in Q2 2026, buying an estimated $558K and bringing the position to 48,065 shares worth $4.57M. The position accounts for 0.82% of the portfolio, ranked #45.

Opal Capital first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 705 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Opal Capital held 48,065 shares of HSBC worth $4.57M as of Q2 2026.
Opal Capital bought 6,110 HSBC shares in Q2 2026, an estimated $558K.
HSBC made up 0.82% of Opal Capital's portfolio in Q2 2026, its #45 holding.
Opal Capital first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
705 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Opal Capital's 13F filing for Q2 2026, filed 5 Aug 2026.