Pin Oak Investment Advisors’s HSBC HSBC Stock Holding History

Pin Oak Investment Advisors’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	$1K	Buy	+10	New	+$913	﹤0.01%	519
2020 Q1	–	Sell	-467	Closed	-$18K	–	413
2019 Q4	$18K	Buy	467 +283	+154%	+$10.7K	0.01%	272
2019 Q3	$7K	Hold	184	–	–	0.01%	353
2019 Q2	$8K	Sell	184 -38	-17%	-$1.59K	0.01%	371
2019 Q1	$9K	Sell	222 -5	-2%	-$201	0.01%	338
2018 Q4	$9K	Sell	227 -3	-1%	-$120	0.01%	326
2018 Q3	$10K	Sell	230 -2	-0.9%	-$87	0.01%	317
2018 Q2	$10K	Sell	232 -3	-1%	-$138	0.01%	324
2018 Q1	$10K	Sell	235 -5	-2%	-$238	0.01%	330
2017 Q4	$11K	Buy	+240	New	+$10.9K	0.01%	333

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pin Oak Investment Advisors's HSBC Position: Q2 2026 in Review

Pin Oak Investment Advisors opened a new position in HSBC (HSBC) in Q2 2026: 10 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: Pin Oak Investment Advisors previously reported a position in HSBC as recently as Q4 2019.

Pin Oak Investment Advisors first reported a position in HSBC in Q4 2017 and has held it in 10 quarters since. The position peaked at $18K in Q4 2019. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Pin Oak Investment Advisors held 10 shares of HSBC worth $1K as of Q2 2026.
HSBC was a new Pin Oak Investment Advisors position in Q2 2026.
HSBC made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #519 holding.
Pin Oak Investment Advisors first reported a position in HSBC in Q4 2017 and has held it in 10 quarters since.
Pin Oak Investment Advisors's HSBC position peaked at $18K in Q4 2019.
713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.