OL
HSBC icon

Optas LLC’s HSBC HSBC Stock Holding History

Optas LLC’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 		$893K Buy
9,393
+95
+1% +$8.67K 0.13% 94
2026
Q1 		$767K Sell
9,298
-127
-1% -$10.8K 0.12% 101
2025
Q4 		$741K Buy
9,425
+19
+0.2% +$1.36K 0.12% 109
2025
Q3 		$668K Buy
9,406
+66
+0.7% +$4.29K 0.11% 107
2025
Q2 		$568K Sell
9,340
-328
-3% -$18.7K 0.11% 115
2025
Q1 		$555K Buy
9,668
+54
+0.6% +$2.95K 0.1% 109
2024
Q4 		$476K Buy
9,614
+297
+3% +$13.8K 0.1% 122
2024
Q3 		$421K Buy
9,317
+1,431
+18% +$62K 0.1% 130
2024
Q2 		$343K Buy
7,886
+367
+5% +$15.8K 0.09% 125
2024
Q1 		$296K Buy
7,519
+699
+10% +$27.3K 0.08% 141
2023
Q4 		$276K Buy
6,820
+590
+9% +$22.8K 0.08% 148
2023
Q3 		$246K Sell
6,230
-6
-0.1% -$236 0.08% 144
2023
Q2 		$247K Buy
6,236
+348
+6% +$13K 0.08% 138
2023
Q1 		$201K Buy
+5,888
New +$211K 0.07% 154
2022
Q3 		– Sell
-6,307
Closed -$207K – 141
2022
Q2 		$207K Buy
6,307
+5
+0.1% +$162 0.08% 129
2022
Q1 		$216K Buy
+6,302
New +$217K 0.07% 138

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Optas LLC's HSBC Position: Q2 2026 in Review

Optas LLC increased its HSBC (HSBC) stake by 1% in Q2 2026, buying an estimated $8.67K and bringing the position to 9,393 shares worth $893K. The position accounts for 0.13% of the portfolio, ranked #94.

Optas LLC first reported a position in HSBC in Q1 2022 and has held it in 16 quarters since. 182 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Optas LLC held 9,393 shares of HSBC worth $893K as of Q2 2026.
  • Optas LLC bought 95 HSBC shares in Q2 2026, an estimated $8.67K.
  • HSBC made up 0.13% of Optas LLC's portfolio in Q2 2026, its #94 holding.
  • Optas LLC first reported a position in HSBC in Q1 2022 and has held it in 16 quarters since.
  • 182 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.