Pzena Investment Management
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Pzena Investment Management’s HSBC HSBC Stock Holding History

Pzena Investment Management’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 		$2.24M Sell
23,555
-395
-2% -$36K 0.01% 128
2026
Q1 		$1.98M Buy
23,950
+1,044
+5% +$88.4K 0.01% 134
2025
Q4 		$1.8M Buy
22,906
+3,558
+18% +$254K 0.01% 133
2025
Q3 		$1.37M Buy
19,348
+497
+3% +$32.3K ﹤0.01% 136
2025
Q2 		$1.15M Buy
18,851
+1,074
+6% +$61.1K ﹤0.01% 135
2025
Q1 		$1.02M Sell
17,777
-473
-3% -$25.9K ﹤0.01% 130
2024
Q4 		$903K Buy
18,250
+1,802
+11% +$83.6K ﹤0.01% 133
2024
Q3 		$743K Sell
16,448
-490
-3% -$21.2K ﹤0.01% 140
2024
Q2 		$737K Sell
16,938
-107
-0.6% -$4.6K ﹤0.01% 137
2024
Q1 		$671K Sell
17,045
-90
-0.5% -$3.51K ﹤0.01% 137
2023
Q4 		$695K Hold
17,135
– – ﹤0.01% 142
2023
Q3 		$676K Sell
17,135
-2,700
-14% -$106K ﹤0.01% 141
2023
Q2 		$786K Hold
19,835
– – ﹤0.01% 138
2023
Q1 		$677K Sell
19,835
-1,827
-8% -$65.6K ﹤0.01% 140
2022
Q4 		$675K Buy
+21,662
New +$615K ﹤0.01% 153

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

Pzena Investment Management's HSBC Position: Q2 2026 in Review

Pzena Investment Management reduced its HSBC (HSBC) stake by 1.6% in Q2 2026, selling an estimated $36K and leaving 23,555 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #128.

Pzena Investment Management first reported a position in HSBC in Q4 2022 and has held it in 15 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Pzena Investment Management held 23,555 shares of HSBC worth $2.24M as of Q2 2026.
  • Pzena Investment Management sold 395 HSBC shares in Q2 2026, an estimated $36K.
  • HSBC made up 0.01% of Pzena Investment Management's portfolio in Q2 2026, its #128 holding.
  • Pzena Investment Management first reported a position in HSBC in Q4 2022 and has held it in 15 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.