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Stamos Capital Partners’s HSBC HSBC Stock Holding History

Stamos Capital Partners’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 		$3.54M Sell
37,215
-1,358
-4% -$124K 0.54% 68
2026
Q1 		$3.18M Buy
38,573
+1,158
+3% +$98.1K 0.5% 67
2025
Q4 		$2.94M Sell
37,415
-7,257
-16% -$519K 0.47% 65
2025
Q3 		$3.17M Sell
44,672
-15,546
-26% -$1.01M 0.6% 42
2025
Q2 		$3.66M Buy
60,218
+8,907
+17% +$507K 0.66% 53
2025
Q1 		$2.95M Sell
51,311
-45,169
-47% -$2.47M 0.77% 38
2024
Q4 		$4.77M Sell
96,480
-12,500
-11% -$580K 1.12% 21
2024
Q3 		$4.92M Sell
108,980
-6,220
-5% -$270K 1.16% 26
2024
Q2 		$5.01M Sell
115,200
-10,770
-9% -$463K 1.06% 23
2024
Q1 		$4.96M Buy
125,970
+113,170
+884% +$4.42M 1.13% 22
2023
Q4 		$519K Buy
+12,800
New +$496K 0.14% 94
2020
Q2 		– Sell
-51,617
Closed -$1.45M – 75
2020
Q1 		$1.45M Buy
+51,617
New +$1.79M 0.76% 46
2019
Q3 		– Sell
-6,000
Closed -$251K – 49
2019
Q2 		$251K Buy
+6,000
New +$251K 0.25% 47

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

Stamos Capital Partners's HSBC Position: Q2 2026 in Review

Stamos Capital Partners reduced its HSBC (HSBC) stake by 3.5% in Q2 2026, selling an estimated $124K and leaving 37,215 shares worth $3.54M. The position accounts for 0.54% of the portfolio, ranked #68.

Stamos Capital Partners first reported a position in HSBC in Q2 2019 and has held it in 13 quarters since. The position peaked at $5.01M in Q2 2024. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Stamos Capital Partners held 37,215 shares of HSBC worth $3.54M as of Q2 2026.
  • Stamos Capital Partners sold 1,358 HSBC shares in Q2 2026, an estimated $124K.
  • HSBC made up 0.54% of Stamos Capital Partners's portfolio in Q2 2026, its #68 holding.
  • Stamos Capital Partners first reported a position in HSBC in Q2 2019 and has held it in 13 quarters since.
  • Stamos Capital Partners's HSBC position peaked at $5.01M in Q2 2024.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.