Raymond James Financial
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Raymond James Financial’s HSBC HSBC Stock Holding History

Raymond James Financial’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 		$45.4M Sell
551,177
-4,536
-0.8% -$384K 0.01% 913
2025
Q4 		$43.7M Buy
555,713
+100,625
+22% +$7.2M 0.01% 896
2025
Q3 		$32.3M Buy
455,088
+117,038
+35% +$7.61M 0.01% 1084
2025
Q2 		$20.6M Buy
338,050
+4,072
+1% +$232K 0.01% 1353
2025
Q1 		$19.2M Sell
333,978
-26,214
-7% -$1.43M 0.01% 1346
2024
Q4 		$17.8M Buy
+360,192
New +$16.7M 0.01% 1414

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 $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 $6.73T AUM 46.02% 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

Raymond James Financial's HSBC Position: Q1 2026 in Review

Raymond James Financial reduced its HSBC (HSBC) stake by 0.82% in Q1 2026, selling an estimated $384K and leaving 551,177 shares worth $45.4M. The position accounts for 0.01% of the portfolio, ranked #913.

Raymond James Financial first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since. 642 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Raymond James Financial held 551,177 shares of HSBC worth $45.4M as of Q1 2026.
  • Raymond James Financial sold 4,536 HSBC shares in Q1 2026, an estimated $384K.
  • HSBC made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #913 holding.
  • Raymond James Financial first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since.
  • 642 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.