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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
Q2 		$2.14M Hold
22,528
– – 1.11% 31
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 $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Orleans Capital Management's HSBC Position: Q2 2026 in Review

Orleans Capital Management held its HSBC (HSBC) position steady in Q2 2026 at 22,528 shares worth $2.14M. The position accounts for 1.11% of the portfolio, ranked #31.

Orleans Capital Management first reported a position in HSBC in Q3 2022 and has held it in 16 quarters since. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Orleans Capital Management held 22,528 shares of HSBC worth $2.14M as of Q2 2026.
  • Orleans Capital Management left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 1.11% of Orleans Capital Management's portfolio in Q2 2026, its #31 holding.
  • Orleans Capital Management first reported a position in HSBC in Q3 2022 and has held it in 16 quarters since.
  • 707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Orleans Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.