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 Q2	$1.4M	Sell	14,755 -8,108	-35%	-$740K	0.01%	670
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 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

Oppenheimer Asset Management's HSBC Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its HSBC (HSBC) stake by 35% in Q2 2026, selling an estimated $740K and leaving 14,755 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #670.

Oppenheimer Asset Management first reported a position in HSBC in Q1 2017 and has held it in 17 quarters since. The position peaked at $17.5M in Q4 2017. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Oppenheimer Asset Management held 14,755 shares of HSBC worth $1.4M as of Q2 2026.
Oppenheimer Asset Management sold 8,108 HSBC shares in Q2 2026, an estimated $740K.
HSBC made up 0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #670 holding.
Oppenheimer Asset Management first reported a position in HSBC in Q1 2017 and has held it in 17 quarters since.
Oppenheimer Asset Management's HSBC position peaked at $17.5M in Q4 2017.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.