Seven Mile Advisory’s HSBC HSBC Stock Holding History

Seven Mile Advisory’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	$433K	Buy	5,251 +742	+16%	+$62.8K	0.31%	67
2025 Q4	$355K	Sell	4,509 -649	-13%	-$46.4K	0.06%	145
2025 Q3	$366K	Hold	5,158	–	–	0.06%	175
2025 Q2	$314K	Sell	5,158 -298	-5%	-$17K	0.19%	115
2025 Q1	$313K	Buy	5,456 +51	+0.9%	+$2.79K	0.21%	103
2024 Q4	$267K	Buy	5,405 +190	+4%	+$8.81K	0.17%	115
2024 Q3	$236K	Buy	5,215 +473	+10%	+$20.5K	0.16%	137
2024 Q2	$206K	Buy	+4,742	New	+$204K	0.15%	140

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

Seven Mile Advisory's HSBC Position: Q1 2026 in Review

Seven Mile Advisory increased its HSBC (HSBC) stake by 16% in Q1 2026, buying an estimated $62.8K and bringing the position to 5,251 shares worth $433K. The position accounts for 0.31% of the portfolio, ranked #67.

Seven Mile Advisory first reported a position in HSBC in Q2 2024 and has held it in 8 quarters since. 640 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Seven Mile Advisory held 5,251 shares of HSBC worth $433K as of Q1 2026.
Seven Mile Advisory bought 742 HSBC shares in Q1 2026, an estimated $62.8K.
HSBC made up 0.31% of Seven Mile Advisory's portfolio in Q1 2026, its #67 holding.
Seven Mile Advisory first reported a position in HSBC in Q2 2024 and has held it in 8 quarters since.
640 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.