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Pekin Hardy Strauss’s HSBC HSBC Stock Holding History

Pekin Hardy Strauss’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 		$2.24M Sell
27,108
-415
-2% -$35.1K 0.23% 116
2025
Q4 		$2.17M Sell
27,523
-845
-3% -$60.4K 0.2% 118
2025
Q3 		$2.01M Buy
28,368
+1,843
+7% +$120K 0.2% 120
2025
Q2 		$1.61M Buy
+26,525
New +$1.51M 0.18% 125
2024
Q3 		– Sell
-11,500
Closed -$500K – 350
2024
Q2 		$500K Hold
11,500
– – 0.07% 218
2024
Q1 		$453K Buy
11,500
+1,000
+10% +$39K 0.06% 230
2023
Q4 		$426K Hold
10,500
– – 0.06% 212
2023
Q3 		$414K Buy
+10,500
New +$414K 0.07% 208

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

Pekin Hardy Strauss's HSBC Position: Q1 2026 in Review

Pekin Hardy Strauss reduced its HSBC (HSBC) stake by 1.5% in Q1 2026, selling an estimated $35.1K and leaving 27,108 shares worth $2.24M. The position accounts for 0.23% of the portfolio, ranked #116.

Pekin Hardy Strauss first reported a position in HSBC in Q3 2023 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Pekin Hardy Strauss held 27,108 shares of HSBC worth $2.24M as of Q1 2026.
  • Pekin Hardy Strauss sold 415 HSBC shares in Q1 2026, an estimated $35.1K.
  • HSBC made up 0.23% of Pekin Hardy Strauss's portfolio in Q1 2026, its #116 holding.
  • Pekin Hardy Strauss first reported a position in HSBC in Q3 2023 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.