Rockefeller Capital Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.6M | Buy |
55,786
+14,330
| +35% | +$1.21M | 0.01% | 950 |
|
|
2025
Q4 | $3.26M | Sell |
41,456
-880
| -2% | -$62.9K | 0.01% | 1039 |
|
|
2025
Q3 | $3.01M | Sell |
42,336
-4,382
| -9% | -$285K | 0.01% | 1001 |
|
|
2025
Q2 | $2.84M | Buy |
46,718
+7,802
| +20% | +$444K | 0.01% | 975 |
|
|
2025
Q1 | $2.23M | Buy |
38,916
+10,295
| +36% | +$563K | 0.01% | 992 |
|
|
2024
Q4 | $1.41M | Buy |
28,621
+8,044
| +39% | +$373K | ﹤0.01% | 1143 |
|
|
2024
Q3 | $927K | Sell |
20,577
-2,578
| -11% | -$112K | ﹤0.01% | 1247 |
|
|
2024
Q2 | $1.01M | Sell |
23,155
-2,649
| -10% | -$114K | ﹤0.01% | 1197 |
|
|
2024
Q1 | $1.02M | Sell |
25,804
-11,605
| -31% | -$453K | ﹤0.01% | 1257 |
|
|
2023
Q4 | $1.52M | Buy |
37,409
+8,347
| +29% | +$323K | 0.01% | 1009 |
|
|
2023
Q3 | $1.15M | Buy |
29,062
+2,623
| +10% | +$103K | ﹤0.01% | 1041 |
|
|
2023
Q2 | $1.05M | Buy |
26,439
+1,543
| +6% | +$57.6K | ﹤0.01% | 1065 |
|
|
2023
Q1 | $848K | Buy |
24,896
+6,685
| +37% | +$240K | ﹤0.01% | 1138 |
|
|
2022
Q4 | $566K | Buy |
18,211
+7,975
| +78% | +$226K | ﹤0.01% | 1233 |
|
|
2022
Q3 | $266K | Buy |
10,236
+3,346
| +49% | +$104K | ﹤0.01% | 1525 |
|
|
2022
Q2 | $224K | Buy |
6,890
+5,247
| +319% | +$170K | ﹤0.01% | 1589 |
|
|
2022
Q1 | $56K | Buy |
1,643
+619
| +60% | +$21.3K | ﹤0.01% | 2251 |
|
|
2021
Q4 | $30K | Sell |
1,024
-264
| -20% | -$7.71K | ﹤0.01% | 2442 |
|
|
2021
Q3 | $33K | Buy |
1,288
+229
| +22% | +$6.24K | ﹤0.01% | 2343 |
|
|
2021
Q2 | $29K | Sell |
1,059
-314
| -23% | -$9.59K | ﹤0.01% | 2313 |
|
|
2021
Q1 | $39K | Buy |
1,373
+366
| +36% | +$10.5K | ﹤0.01% | 1990 |
|
|
2020
Q4 | $25K | Sell |
1,007
-74
| -7% | -$1.76K | ﹤0.01% | 1914 |
|
|
2020
Q3 | $21K | Buy |
1,081
+224
| +26% | +$4.91K | ﹤0.01% | 1768 |
|
|
2020
Q2 | $20K | Buy |
857
+11
| +1% | +$273 | ﹤0.01% | 1682 |
|
|
2020
Q1 | $24K | Sell |
846
-1,039
| -55% | -$36.1K | ﹤0.01% | 1448 |
|
|
2019
Q4 | $74K | Buy |
1,885
+411
| +28% | +$15.6K | ﹤0.01% | 1048 |
|
|
2019
Q3 | $56K | Sell |
1,474
-10,120
| -87% | -$392K | ﹤0.01% | 929 |
|
|
2019
Q2 | $484K | Sell |
11,594
-32,793
| -74% | -$1.37M | 0.01% | 454 |
|
|
2019
Q1 | $1.78M | Buy |
+44,387
| New | +$1.79M | 0.03% | 281 |
|
|
2018
Q3 | – | Sell |
-191
| Closed | -$8K | – | 771 |
|
|
2018
Q2 | $8K | Sell |
191
-333
| -64% | -$15.3K | ﹤0.01% | 643 |
|
|
2018
Q1 | $23K | Buy |
+524
| New | +$24.9K | ﹤0.01% | 467 |
|
Other funds holding HSBC
Rockefeller Capital Management's HSBC Position: Q1 2026 in Review
Rockefeller Capital Management increased its HSBC (HSBC) stake by 35% in Q1 2026, buying an estimated $1.21M and bringing the position to 55,786 shares worth $4.6M. The position accounts for 0.01% of the portfolio, ranked #950.
Rockefeller Capital Management first reported a position in HSBC in Q1 2018 and has held it in 31 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.
- Rockefeller Capital Management held 55,786 shares of HSBC worth $4.6M as of Q1 2026.
- Rockefeller Capital Management bought 14,330 HSBC shares in Q1 2026, an estimated $1.21M.
- HSBC made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #950 holding.
- Rockefeller Capital Management first reported a position in HSBC in Q1 2018 and has held it in 31 quarters since.
- 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.
Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.