Sage Rhino Capital’s HSBC HSBC Stock Holding History

Sage Rhino Capital’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	$1.19M	Sell	12,540 -20	-0.2%	-$1.82K	0.19%	94
2026 Q1	$1.04M	Buy	12,560 +23	+0.2%	+$1.95K	0.19%	98
2025 Q4	$986K	Sell	12,537 -301	-2%	-$21.5K	0.19%	97
2025 Q3	$911K	Buy	12,838 +30	+0.2%	+$1.95K	0.18%	103
2025 Q2	$779K	Buy	12,808 +158	+1%	+$8.99K	0.16%	106
2025 Q1	$726K	Buy	12,650 +101	+0.8%	+$5.52K	0.17%	104
2024 Q4	$621K	Sell	12,549 -226	-2%	-$10.5K	0.14%	115
2024 Q3	$577K	Buy	12,775 +62	+0.5%	+$2.69K	0.13%	123
2024 Q2	$553K	Buy	12,713 +34	+0.3%	+$1.46K	0.13%	123
2024 Q1	$499K	Buy	12,679 +179	+1%	+$6.99K	0.12%	128
2023 Q4	$507K	Sell	12,500 -132	-1%	-$5.11K	0.13%	121
2023 Q3	$498K	Buy	12,632 +470	+4%	+$18.5K	0.14%	115
2023 Q2	$482K	Buy	12,162 +660	+6%	+$24.6K	0.13%	120
2023 Q1	$393K	Buy	11,502 +953	+9%	+$34.2K	0.11%	140
2022 Q4	$329K	Sell	10,549 -978	-8%	-$27.8K	0.1%	146
2022 Q3	$301K	Sell	11,527 -547	-5%	-$17K	0.12%	129
2022 Q2	$394K	Buy	12,074 +619	+5%	+$20.1K	0.15%	109
2022 Q1	$392K	Buy	11,455 +583	+5%	+$20.1K	0.12%	143
2021 Q4	$328K	Buy	10,872 +2,348	+28%	+$68.6K	0.09%	153
2021 Q3	$223K	Sell	8,524 -1,048	-11%	-$28.5K	0.07%	178
2021 Q2	$276K	Buy	9,572 +1,244	+15%	+$38K	0.08%	160
2021 Q1	$243K	Buy	+8,328	New	+$238K	0.08%	155
2020 Q2	–	Sell	-7,857	Closed	-$220K	–	169
2020 Q1	$220K	Buy	7,857 +1,157	+17%	+$40.2K	0.16%	114
2019 Q4	$256K	Buy	6,700 +984	+17%	+$37.3K	0.15%	122
2019 Q3	$219K	Sell	5,716 -3,269	-36%	-$127K	0.14%	124
2019 Q2	$375K	Buy	8,985 +366	+4%	+$15.3K	0.24%	89
2019 Q1	$346K	Buy	+8,619	New	+$347K	0.23%	90

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

Sage Rhino Capital's HSBC Position: Q2 2026 in Review

Sage Rhino Capital reduced its HSBC (HSBC) stake by 0.16% in Q2 2026, selling an estimated $1.82K and leaving 12,540 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #94.

Sage Rhino Capital first reported a position in HSBC in Q1 2019 and has held it in 27 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Sage Rhino Capital held 12,540 shares of HSBC worth $1.19M as of Q2 2026.
Sage Rhino Capital sold 20 HSBC shares in Q2 2026, an estimated $1.82K.
HSBC made up 0.19% of Sage Rhino Capital's portfolio in Q2 2026, its #94 holding.
Sage Rhino Capital first reported a position in HSBC in Q1 2019 and has held it in 27 quarters since.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.