Rossby Financial’s HSBC HSBC Stock Holding History

Rossby 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	$12.6K	Buy	147 +111	+308%	+$9.4K	﹤0.01%	1174
2025 Q4	$2.83K	Buy	36 +21	+140%	+$1.5K	﹤0.01%	1273
2025 Q3	$1.07K	Buy	+15	New	+$975	﹤0.01%	1271

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Rossby Financial's HSBC Position: Q1 2026 in Review

Rossby Financial increased its HSBC (HSBC) stake by 308% in Q1 2026, buying an estimated $9.4K and bringing the position to 147 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Rossby Financial first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Rossby Financial held 147 shares of HSBC worth $12.6K as of Q1 2026.
Rossby Financial bought 111 HSBC shares in Q1 2026, an estimated $9.4K.
HSBC made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1174 holding.
Rossby Financial first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.