Osaic Holdings
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Osaic Holdings’s HSBC HSBC Stock Holding History

Osaic Holdings’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 		$3.07M Sell
37,223
-12,674
-25% -$1.07M ﹤0.01% 1727
2025
Q4 		$3.93M Sell
49,897
-4,921
-9% -$352K 0.01% 1562
2025
Q3 		$3.78M Buy
54,818
+22,651
+70% +$1.47M 0.01% 1692
2025
Q2 		$1.95M Buy
32,167
+8,210
+34% +$467K ﹤0.01% 1923
2025
Q1 		$1.38M Sell
23,957
-7,849
-25% -$429K ﹤0.01% 1964
2024
Q4 		$1.57M Buy
31,806
+5,810
+22% +$270K ﹤0.01% 1850
2024
Q3 		$1.17M Sell
25,996
-11,159
-30% -$484K ﹤0.01% 2120
2024
Q2 		$1.62M Sell
37,155
-1,404
-4% -$60.4K ﹤0.01% 1790
2024
Q1 		$1.52M Sell
38,559
-135,812
-78% -$5.3M ﹤0.01% 1915
2023
Q4 		$7.07M Sell
174,371
-53,230
-23% -$2.06M 0.01% 982
2023
Q3 		$8.98M Buy
227,601
+115,948
+104% +$4.57M 0.01% 912
2023
Q2 		$4.42M Buy
111,653
+46,831
+72% +$1.75M 0.01% 1271
2023
Q1 		$2.21M Buy
64,822
+11,493
+22% +$412K ﹤0.01% 1742
2022
Q4 		$1.66M Sell
53,329
-51,737
-49% -$1.47M ﹤0.01% 1908
2022
Q3 		$2.74M Buy
105,066
+67,968
+183% +$2.11M 0.01% 1405
2022
Q2 		$1.21M Buy
37,098
+4,908
+15% +$159K ﹤0.01% 2097
2022
Q1 		$1.09M Buy
32,190
+5,569
+21% +$192K ﹤0.01% 2493
2021
Q4 		$804K Buy
26,621
+5,799
+28% +$169K ﹤0.01% 2597
2021
Q3 		$546K Sell
20,822
-250
-1% -$6.81K ﹤0.01% 2939
2021
Q2 		$609K Buy
21,072
+5,502
+35% +$168K ﹤0.01% 2806
2021
Q1 		$455K Buy
15,570
+72
+0.5% +$2.06K ﹤0.01% 2964
2020
Q4 		$401K Sell
15,498
-1,285
-8% -$30.5K ﹤0.01% 2852
2020
Q3 		$336K Sell
16,783
-1,958
-10% -$42.9K ﹤0.01% 2787
2020
Q2 		$438K Sell
18,741
-21,997
-54% -$546K ﹤0.01% 2464
2020
Q1 		$1.1M Buy
+40,738
New +$1.41M ﹤0.01% 1472

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

Osaic Holdings's HSBC Position: Q1 2026 in Review

Osaic Holdings reduced its HSBC (HSBC) stake by 25% in Q1 2026, selling an estimated $1.07M and leaving 37,223 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Osaic Holdings first reported a position in HSBC in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.98M in Q3 2023. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Osaic Holdings held 37,223 shares of HSBC worth $3.07M as of Q1 2026.
  • Osaic Holdings sold 12,674 HSBC shares in Q1 2026, an estimated $1.07M.
  • HSBC made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #1727 holding.
  • Osaic Holdings first reported a position in HSBC in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's HSBC position peaked at $8.98M in Q3 2023.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.