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Sovran Advisors’s HSBC HSBC Stock Holding History

Sovran Advisors’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 		$421K Buy
4,060
+581
+17% +$53K 0.03% 411
2026
Q1 		$320K Buy
3,479
+318
+10% +$26.9K 0.03% 440
2025
Q4 		$262K Sell
3,161
-87
-3% -$6.22K 0.02% 474
2025
Q3 		$229K Buy
+3,248
New +$211K 0.02% 482

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

Sovran Advisors's HSBC Position: Q2 2026 in Review

Sovran Advisors increased its HSBC (HSBC) stake by 17% in Q2 2026, buying an estimated $53K and bringing the position to 4,060 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #411.

Sovran Advisors first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 705 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Sovran Advisors held 4,060 shares of HSBC worth $421K as of Q2 2026.
  • Sovran Advisors bought 581 HSBC shares in Q2 2026, an estimated $53K.
  • HSBC made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #411 holding.
  • Sovran Advisors first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
  • 705 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.