SC
HSBC icon

Savant Capital’s HSBC HSBC Stock Holding History

Savant 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
Q1 		$2.26M Buy
27,385
+2,518
+10% +$213K 0.01% 402
2025
Q4 		$1.96M Buy
24,867
+1,423
+6% +$102K 0.01% 408
2025
Q3 		$1.66M Sell
23,444
-239
-1% -$15.5K 0.01% 428
2025
Q2 		$1.44M Buy
23,683
+7,077
+43% +$403K 0.01% 427
2025
Q1 		$954K Sell
16,606
-102
-0.6% -$5.58K 0.01% 492
2024
Q4 		$826K Buy
16,708
+5,137
+44% +$238K 0.01% 717
2024
Q3 		$523K Buy
11,571
+1,238
+12% +$53.7K ﹤0.01% 852
2024
Q2 		$449K Buy
10,333
+3,772
+57% +$162K ﹤0.01% 830
2024
Q1 		$258K Buy
6,561
+987
+18% +$38.5K ﹤0.01% 948
2023
Q4 		$226K Buy
5,574
+279
+5% +$10.8K ﹤0.01% 787
2023
Q3 		$209K Buy
5,295
+130
+3% +$5.12K ﹤0.01% 746
2023
Q2 		$205K Buy
+5,165
New +$193K ﹤0.01% 744

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

Savant Capital's HSBC Position: Q1 2026 in Review

Savant Capital increased its HSBC (HSBC) stake by 10% in Q1 2026, buying an estimated $213K and bringing the position to 27,385 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #402.

Savant Capital first reported a position in HSBC in Q2 2023 and has held it in 12 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Savant Capital held 27,385 shares of HSBC worth $2.26M as of Q1 2026.
  • Savant Capital bought 2,518 HSBC shares in Q1 2026, an estimated $213K.
  • HSBC made up 0.01% of Savant Capital's portfolio in Q1 2026, its #402 holding.
  • Savant Capital first reported a position in HSBC in Q2 2023 and has held it in 12 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.