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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
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 $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

Smartleaf Asset Management's HSBC Position: Q1 2026 in Review

Smartleaf Asset Management increased its HSBC (HSBC) stake by 5.1% in Q1 2026, buying an estimated $112K and bringing the position to 27,434 shares worth $2.18M. The position accounts for 0.08% of the portfolio, ranked #228.

Smartleaf Asset Management first reported a position in HSBC in Q4 2023 and has held it in 10 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Smartleaf Asset Management held 27,434 shares of HSBC worth $2.18M as of Q1 2026.
  • Smartleaf Asset Management bought 1,324 HSBC shares in Q1 2026, an estimated $112K.
  • HSBC made up 0.08% of Smartleaf Asset Management's portfolio in Q1 2026, its #228 holding.
  • Smartleaf Asset Management first reported a position in HSBC in Q4 2023 and has held it in 10 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.