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Oppenheimer Asset Management’s HSBC HSBC Stock Holding History

Oppenheimer Asset Management’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
Q1 		$1.89M Buy
22,863
+1,676
+8% +$142K 0.02% 568
2025
Q4 		$1.67M Buy
21,187
+9,254
+78% +$662K 0.02% 547
2025
Q3 		$847K Buy
+11,933
New +$776K 0.01% 797
2020
Q2 		– Sell
-1,102
Closed -$31K – 1228
2020
Q1 		$31K Sell
1,102
-328,877
-100% -$11.4M ﹤0.01% 1333
2019
Q4 		$12.9M Buy
329,979
+38,534
+13% +$1.46M 0.27% 84
2019
Q3 		$11.2M Sell
291,445
-79,029
-21% -$3.06M 0.25% 91
2019
Q2 		$15.5M Sell
370,474
-25,211
-6% -$1.06M 0.34% 63
2019
Q1 		$15.9M Buy
395,685
+18,319
+5% +$738K 0.36% 59
2018
Q4 		$15M Sell
377,366
-4,868
-1% -$195K 0.37% 61
2018
Q3 		$16M Buy
382,234
+1,446
+0.4% +$62.7K 0.35% 62
2018
Q2 		$16.9M Sell
380,788
-1,963
-0.5% -$90K 0.41% 56
2018
Q1 		$17M Sell
382,751
-4,508
-1% -$215K 0.43% 48
2017
Q4 		$17.5M Hold
387,259
– – 0.46% 45
2017
Q3 		$17.5M Sell
387,259
-1,474
-0.4% -$65.2K 0.45% 46
2017
Q2 		$16.5M Buy
388,733
+15,167
+4% +$589K 0.46% 44
2017
Q1 		$13.8M Buy
+373,566
New +$14M 0.39% 56

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Oppenheimer Asset Management's HSBC Position: Q1 2026 in Review

Oppenheimer Asset Management increased its HSBC (HSBC) stake by 7.9% in Q1 2026, buying an estimated $142K and bringing the position to 22,863 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #568.

Oppenheimer Asset Management first reported a position in HSBC in Q1 2017 and has held it in 16 quarters since. The position peaked at $17.5M in Q4 2017. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Oppenheimer Asset Management held 22,863 shares of HSBC worth $1.89M as of Q1 2026.
  • Oppenheimer Asset Management bought 1,676 HSBC shares in Q1 2026, an estimated $142K.
  • HSBC made up 0.02% of Oppenheimer Asset Management's portfolio in Q1 2026, its #568 holding.
  • Oppenheimer Asset Management first reported a position in HSBC in Q1 2017 and has held it in 16 quarters since.
  • Oppenheimer Asset Management's HSBC position peaked at $17.5M in Q4 2017.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.