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SimplyRich’s HSBC HSBC Stock Holding History

SimplyRich’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 		$2.03M Buy
48,742
+36,238
+290% +$3.31M 0.48% 49
2026
Q1 		$1.03M Buy
12,504
+59
+0.5% +$5K 0.26% 85
2025
Q4 		$979K Buy
12,445
+123
+1% +$8.8K 0.26% 84
2025
Q3 		$874K Sell
12,322
-14
-0.1% -$910 0.24% 90
2025
Q2 		$749K Hold
12,336
– – 0.21% 97
2025
Q1 		$708K Buy
12,336
+4
+0% +$219 0.2% 99
2024
Q4 		$609K Buy
12,332
+812
+7% +$37.7K 0.17% 114
2024
Q3 		$520K Buy
11,520
+4,797
+71% +$208K 0.15% 132
2024
Q2 		$292K Buy
6,723
+216
+3% +$9.29K 0.09% 150
2024
Q1 		$257K Buy
6,507
+349
+6% +$13.6K 0.08% 164
2023
Q4 		$250K Buy
6,158
+98
+2% +$3.79K 0.09% 158
2023
Q3 		$239K Buy
6,060
+765
+14% +$30.1K 0.12% 132
2023
Q2 		$209K Buy
+5,295
New +$198K 0.07% 172
2020
Q1 		– Sell
-10,120
Closed -$394K – 135
2019
Q4 		$394K Buy
+10,120
New +$384K 0.2% 115
2018
Q3 		– Sell
-7,076
Closed -$314K – 162
2018
Q2 		$314K Sell
7,076
-72
-1% -$3.3K 0.18% 133
2018
Q1 		$318K Sell
7,148
-148
-2% -$7.04K 0.18% 138
2017
Q4 		$344K Buy
+7,296
New +$330K 0.19% 131

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SimplyRich's HSBC Position: Q2 2026 in Review

SimplyRich increased its HSBC (HSBC) stake by 290% in Q2 2026, buying an estimated $3.31M and bringing the position to 48,742 shares worth $2.03M. The position accounts for 0.48% of the portfolio, ranked #49.

SimplyRich first reported a position in HSBC in Q4 2017 and has held it in 17 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • SimplyRich held 48,742 shares of HSBC worth $2.03M as of Q2 2026.
  • SimplyRich bought 36,238 HSBC shares in Q2 2026, an estimated $3.31M.
  • HSBC made up 0.48% of SimplyRich's portfolio in Q2 2026, its #49 holding.
  • SimplyRich first reported a position in HSBC in Q4 2017 and has held it in 17 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.