Pathstone Holdings
HSBC icon

Pathstone Holdings’s HSBC HSBC Stock Holding History

Pathstone 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
Q2 		$16.6M Sell
174,752
-1,484
-0.8% -$135K 0.05% 242
2026
Q1 		$14.6M Buy
176,236
+9,308
+6% +$788K 0.06% 229
2025
Q4 		$13.1M Buy
166,928
+3,942
+2% +$282K 0.05% 254
2025
Q3 		$11.6M Buy
162,986
+3,833
+2% +$249K 0.04% 290
2025
Q2 		$9.67M Sell
159,153
-6,044
-4% -$344K 0.04% 338
2025
Q1 		$9.55M Buy
165,197
+1,387
+0.8% +$75.8K 0.04% 357
2024
Q4 		$8.1M Buy
163,810
+5,636
+4% +$261K 0.04% 387
2024
Q3 		$7.15M Sell
158,174
-41
-0% -$1.78K 0.03% 435
2024
Q2 		$6.88M Buy
158,215
+18,505
+13% +$796K 0.03% 423
2024
Q1 		$5.54M Buy
139,710
+34,424
+33% +$1.34M 0.03% 477
2023
Q4 		$4.28M Buy
+105,286
New +$4.08M 0.02% 472

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

Pathstone Holdings's HSBC Position: Q2 2026 in Review

Pathstone Holdings reduced its HSBC (HSBC) stake by 0.84% in Q2 2026, selling an estimated $135K and leaving 174,752 shares worth $16.6M. The position accounts for 0.05% of the portfolio, ranked #242.

Pathstone Holdings first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Pathstone Holdings held 174,752 shares of HSBC worth $16.6M as of Q2 2026.
  • Pathstone Holdings sold 1,484 HSBC shares in Q2 2026, an estimated $135K.
  • HSBC made up 0.05% of Pathstone Holdings's portfolio in Q2 2026, its #242 holding.
  • Pathstone Holdings first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.