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Smartleaf Asset Management’s HSBC HSBC Stock Holding History

Smartleaf Asset Management’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 		$2.61M Hold
27,434
– – 0.08% 211
2026
Q1 		$2.18M Buy
27,434
+1,324
+5% +$112K 0.08% 228
2025
Q4 		$2.07M Buy
26,110
+5,370
+26% +$384K 0.08% 224
2025
Q3 		$1.46M Buy
20,740
+2,767
+15% +$180K 0.09% 243
2025
Q2 		$1.09M Buy
17,973
+879
+5% +$50K 0.1% 238
2025
Q1 		$988K Buy
17,094
+223
+1% +$12.2K 0.1% 234
2024
Q4 		$835K Buy
16,871
+7,495
+80% +$348K 0.09% 250
2024
Q3 		$428K Buy
9,376
+2,909
+45% +$126K 0.05% 319
2024
Q2 		$283K Buy
6,467
+493
+8% +$21.2K 0.05% 317
2024
Q1 		$233K Buy
5,974
+409
+7% +$16K 0.05% 326
2023
Q4 		$225K Buy
+5,565
New +$215K 0.06% 301

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

Smartleaf Asset Management's HSBC Position: Q2 2026 in Review

Smartleaf Asset Management held its HSBC (HSBC) position steady in Q2 2026 at 27,434 shares worth $2.61M. The position accounts for 0.08% of the portfolio, ranked #211.

Smartleaf Asset Management first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since. 711 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Smartleaf Asset Management held 27,434 shares of HSBC worth $2.61M as of Q2 2026.
  • Smartleaf Asset Management left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.08% of Smartleaf Asset Management's portfolio in Q2 2026, its #211 holding.
  • Smartleaf Asset Management first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since.
  • 711 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.