Rational Advisors’s HSBC HSBC Stock Holding History

Rational 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	$764K	Sell	8,035 -2,499	-24%	-$228K	0.07%	103
2026 Q1	$869K	Buy	10,534 +734	+7%	+$62.2K	0.09%	94
2025 Q4	$771K	Sell	9,800 -4,885	-33%	-$349K	0.08%	99
2025 Q3	$1.04M	Sell	14,685 -1,038	-7%	-$67.5K	0.1%	81
2025 Q2	$956K	Sell	15,723 -2,314	-13%	-$132K	0.09%	83
2025 Q1	$1.04M	Buy	+18,037	New	+$986K	0.1%	78
2013 Q3	–	Sell	-98,300	Closed	-$4.4M	–	897
2013 Q2	$4.4M	Buy	+98,300	New	+$4.6M	0.37%	77

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

Rational Advisors's HSBC Position: Q2 2026 in Review

Rational Advisors reduced its HSBC (HSBC) stake by 24% in Q2 2026, selling an estimated $228K and leaving 8,035 shares worth $764K. The position accounts for 0.07% of the portfolio, ranked #103.

Rational Advisors first reported a position in HSBC in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.4M in Q2 2013. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Rational Advisors held 8,035 shares of HSBC worth $764K as of Q2 2026.
Rational Advisors sold 2,499 HSBC shares in Q2 2026, an estimated $228K.
HSBC made up 0.07% of Rational Advisors's portfolio in Q2 2026, its #103 holding.
Rational Advisors first reported a position in HSBC in Q2 2013 and has held it in 7 quarters since.
Rational Advisors's HSBC position peaked at $4.4M in Q2 2013.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.