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Sage Mountain Advisors’s HSBC HSBC Stock Holding History

Sage Mountain 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
Q1 		– Sell
-4,711
Closed -$371K – 420
2025
Q4 		$371K Buy
4,711
+10
+0.2% +$715 0.02% 343
2025
Q3 		$334K Buy
4,701
+558
+13% +$36.3K 0.02% 349
2025
Q2 		$252K Buy
4,143
+15
+0.4% +$854 0.02% 366
2025
Q1 		$237K Buy
4,128
+10
+0.2% +$547 0.02% 343
2024
Q4 		$204K Buy
+4,118
New +$191K 0.01% 372

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $5.72T AUM 30.48% 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

Sage Mountain Advisors's HSBC Position: Q1 2026 in Review

Sage Mountain Advisors sold out of HSBC (HSBC) in Q1 2026, closing a stake of 4,711 shares — an estimated $371K sold.

Sage Mountain Advisors first reported a position in HSBC in Q4 2024 and held it in 5 quarters. The position peaked at $371K in Q4 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Sage Mountain Advisors reported no remaining HSBC position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,711 HSBC shares in Q1 2026, an estimated $371K.
  • Sage Mountain Advisors first reported a position in HSBC in Q4 2024 and held it in 5 quarters.
  • Sage Mountain Advisors's HSBC position peaked at $371K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.