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Private Trust Company’s HSBC HSBC Stock Holding History

Private Trust Company’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 		$84.9K Sell
893
-63
-7% -$5.75K 0.01% 1135
2026
Q1 		$78.9K Sell
956
-215
-18% -$18.2K 0.01% 1110
2025
Q4 		$92.1K Buy
1,171
+183
+19% +$13.1K 0.01% 1044
2025
Q3 		$70.1K Buy
988
+225
+29% +$14.6K 0.01% 1138
2025
Q2 		$46.4K Buy
763
+592
+346% +$33.7K ﹤0.01% 1246
2025
Q1 		$9.82K Buy
+171
New +$9.35K ﹤0.01% 1804
2024
Q3 		– Sell
-158
Closed -$6.87K – 2320
2024
Q2 		$6.87K Buy
+158
New +$6.8K ﹤0.01% 1816
2014
Q4 		– Sell
-877
Closed -$38K – 682
2014
Q3 		$38K Sell
877
-134
-13% -$6.1K 0.01% 628
2014
Q2 		$44K Sell
1,011
-352
-26% -$15.7K 0.01% 590
2014
Q1 		$60K Sell
1,363
-1
-0.1% -$45 0.02% 451
2013
Q4 		$65K Buy
1,364
+220
+19% +$10.4K 0.03% 406
2013
Q3 		$54K Buy
1,144
+72
+7% +$3.42K 0.02% 412
2013
Q2 		$48K Buy
+1,072
New +$50.2K 0.02% 416

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

Private Trust Company's HSBC Position: Q2 2026 in Review

Private Trust Company reduced its HSBC (HSBC) stake by 6.6% in Q2 2026, selling an estimated $5.75K and leaving 893 shares worth $84.9K. The position accounts for 0.01% of the portfolio, ranked #1135.

Private Trust Company first reported a position in HSBC in Q2 2013 and has held it in 13 quarters since. The position peaked at $92.1K in Q4 2025. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Private Trust Company held 893 shares of HSBC worth $84.9K as of Q2 2026.
  • Private Trust Company sold 63 HSBC shares in Q2 2026, an estimated $5.75K.
  • HSBC made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1135 holding.
  • Private Trust Company first reported a position in HSBC in Q2 2013 and has held it in 13 quarters since.
  • Private Trust Company's HSBC position peaked at $92.1K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.