Orleans Capital Management’s HSBC HSBC Stock Holding History

Orleans Capital 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	$1.86M	Buy	22,528 +965	+4%	+$81.7K	1.26%	29
2025 Q4	$1.7M	Sell	21,563 -3,750	-15%	-$268K	1.05%	33
2025 Q3	$1.8M	Sell	25,313 -7,775	-23%	-$506K	1.16%	33
2025 Q2	$2.01M	Buy	33,088 +1,605	+5%	+$91.4K	1.07%	33
2025 Q1	$1.81M	Buy	31,483 +1,758	+6%	+$96.1K	1.06%	36
2024 Q4	$1.62M	Sell	29,725 -290	-1%	-$13.5K	0.91%	37
2024 Q3	$1.36M	Sell	30,015 -540	-2%	-$23.4K	0.77%	47
2024 Q2	$1.33M	Buy	30,555 +1,450	+5%	+$62.4K	0.84%	43
2024 Q1	$1.15M	Buy	29,105 +2,400	+9%	+$93.7K	0.75%	44
2023 Q4	$1.08M	Buy	26,705 +2,905	+12%	+$112K	0.73%	42
2023 Q3	$939K	Buy	23,800 +735	+3%	+$29K	0.7%	42
2023 Q2	$914K	Buy	23,065 +3,815	+20%	+$142K	0.65%	44
2023 Q1	$657K	Buy	19,250 +10,600	+123%	+$380K	0.48%	47
2022 Q4	$270K	Sell	8,650 -1,500	-15%	-$42.6K	0.21%	72
2022 Q3	$265K	Buy	+10,150	New	+$315K	0.22%	67

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $5.7T 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