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Principal Securities’s HSBC HSBC Stock Holding History

Principal Securities’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 		$773K Buy
8,129
+1,613
+25% +$147K 0.01% 884
2026
Q1 		$538K Buy
6,516
+73
+1% +$6.18K 0.01% 956
2025
Q4 		$507K Buy
6,443
+1,335
+26% +$95.5K 0.01% 937
2025
Q3 		$363K Buy
5,108
+1,204
+31% +$78.3K 0.01% 1039
2025
Q2 		$237K Buy
3,904
+368
+10% +$20.9K ﹤0.01% 1163
2025
Q1 		$175K Hold
3,536
– – ﹤0.01% 1182
2024
Q4 		$175K Buy
3,536
+483
+16% +$22.4K ﹤0.01% 1181
2024
Q3 		$138K Sell
3,053
-341
-10% -$14.8K ﹤0.01% 1247
2024
Q2 		$148K Buy
3,394
+285
+9% +$12.3K ﹤0.01% 1175
2024
Q1 		$122K Sell
3,109
-9,563
-75% -$373K ﹤0.01% 1196
2023
Q4 		$514K Buy
+12,672
New +$491K 0.02% 589

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

Principal Securities's HSBC Position: Q2 2026 in Review

Principal Securities increased its HSBC (HSBC) stake by 25% in Q2 2026, buying an estimated $147K and bringing the position to 8,129 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #884.

Principal Securities 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.

  • Principal Securities held 8,129 shares of HSBC worth $773K as of Q2 2026.
  • Principal Securities bought 1,613 HSBC shares in Q2 2026, an estimated $147K.
  • HSBC made up 0.01% of Principal Securities's portfolio in Q2 2026, its #884 holding.
  • Principal Securities 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.