PAG
HSBC icon

Private Advisor Group’s HSBC HSBC Stock Holding History

Private Advisor Group’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 		$1.09M Sell
13,222
-102
-0.8% -$8.64K 0.01% 1359
2025
Q4 		$1.05M Buy
13,324
+54
+0.4% +$3.86K ﹤0.01% 1380
2025
Q3 		$942K Sell
13,270
-1,991
-13% -$129K ﹤0.01% 1400
2025
Q2 		$928K Sell
15,261
-432
-3% -$24.6K 0.01% 1351
2025
Q1 		$901K Sell
15,693
-12,227
-44% -$669K 0.01% 1300
2024
Q4 		$1.38M Buy
27,920
+1,205
+5% +$55.9K 0.01% 1064
2024
Q3 		$1.21M Buy
26,715
+318
+1% +$13.8K 0.01% 1154
2024
Q2 		$1.15M Buy
26,397
+648
+3% +$27.9K 0.01% 1124
2024
Q1 		$1.01M Sell
25,749
-24,358
-49% -$951K 0.01% 1155
2023
Q4 		$2.03M Buy
50,107
+473
+1% +$18.3K 0.02% 757
2023
Q3 		$1.96M Sell
49,634
-3,049
-6% -$120K 0.02% 712
2023
Q2 		$2.16M Buy
52,683
+1,115
+2% +$41.6K 0.02% 694
2023
Q1 		$1.76M Buy
51,568
+25,320
+96% +$909K 0.02% 744
2022
Q4 		$260K Buy
26,248
+8,242
+46% +$234K 0.01% 808
2022
Q3 		$469K Sell
18,006
-117,239
-87% -$3.64M 0.01% 1268
2022
Q2 		$4.42M Buy
135,245
+119
+0.1% +$3.86K 0.04% 446
2022
Q1 		$4.62M Buy
135,126
+14,365
+12% +$495K 0.04% 478
2021
Q4 		$3.64M Sell
120,761
-78,982
-40% -$2.31M 0.03% 567
2021
Q3 		$5.22M Buy
199,743
+84,925
+74% +$2.31M 0.03% 494
2021
Q2 		$3.31M Buy
114,818
+1,594
+1% +$48.7K 0.03% 561
2021
Q1 		$3.3M Buy
113,224
+679
+0.6% +$19.4K 0.03% 514
2020
Q4 		$2.92M Buy
112,545
+51,325
+84% +$1.22M 0.03% 527
2020
Q3 		$1.31M Buy
61,220
+14,132
+30% +$310K 0.02% 688
2020
Q2 		$1.1M Sell
47,088
-8,723
-16% -$217K 0.02% 727
2020
Q1 		$1.56M Sell
55,811
-8,468
-13% -$294K 0.03% 509
2019
Q4 		$2.51M Sell
64,279
-6,450
-9% -$245K 0.04% 456
2019
Q3 		$2.7M Buy
70,729
+36,896
+109% +$1.43M 0.04% 447
2019
Q2 		$1.38M Buy
33,833
+13,679
+68% +$573K 0.02% 606
2019
Q1 		$777K Sell
20,154
-2,159
-10% -$87K 0.02% 778
2018
Q4 		$884K Sell
22,313
-3,646
-14% -$146K 0.02% 624
2018
Q3 		$1.09M Sell
25,959
-2,320
-8% -$101K 0.02% 650
2018
Q2 		$1.25M Buy
28,279
+17,570
+164% +$806K 0.02% 410
2018
Q1 		$478K Sell
10,709
-1,162
-10% -$55.3K 0.02% 676
2017
Q4 		$561K Sell
11,871
-1,807
-13% -$81.7K 0.02% 613
2017
Q3 		$619K Buy
13,678
+900
+7% +$39.8K 0.02% 800
2017
Q2 		$556K Sell
12,778
-4,294
-25% -$167K 0.02% 781
2017
Q1 		$628K Buy
17,072
+3,355
+24% +$126K 0.02% 710
2016
Q4 		$512K Buy
13,717
+5,273
+62% +$187K 0.02% 724
2016
Q3 		$289K Sell
8,444
-4,072
-33% -$128K 0.01% 846
2016
Q2 		$337K Buy
12,516
+5,005
+67% +$142K 0.01% 771
2016
Q1 		$210K Sell
7,511
-7,019
-48% -$208K 0.01% 896
2015
Q4 		$511K Buy
14,530
+1,374
+10% +$48.5K 0.02% 585
2015
Q3 		$444K Buy
13,156
+4,056
+45% +$152K 0.02% 611
2015
Q2 		$363K Buy
9,100
+783
+9% +$32.6K 0.02% 720
2015
Q1 		$312K Buy
8,317
+598
+8% +$23.3K 0.02% 721
2014
Q4 		$314K Buy
7,719
+282
+4% +$12K 0.02% 699
2014
Q3 		$326K Buy
+7,437
New +$339K 0.02% 667

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

Private Advisor Group's HSBC Position: Q1 2026 in Review

Private Advisor Group reduced its HSBC (HSBC) stake by 0.77% in Q1 2026, selling an estimated $8.64K and leaving 13,222 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1359.

Private Advisor Group first reported a position in HSBC in Q3 2014 and has held it in 47 quarters since. The position peaked at $5.22M in Q3 2021. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Private Advisor Group held 13,222 shares of HSBC worth $1.09M as of Q1 2026.
  • Private Advisor Group sold 102 HSBC shares in Q1 2026, an estimated $8.64K.
  • HSBC made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1359 holding.
  • Private Advisor Group first reported a position in HSBC in Q3 2014 and has held it in 47 quarters since.
  • Private Advisor Group's HSBC position peaked at $5.22M in Q3 2021.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.