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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stamos Capital Partners's HSBC Position: Q1 2026 in Review

Stamos Capital Partners increased its HSBC (HSBC) stake by 3.1% in Q1 2026, buying an estimated $98.1K and bringing the position to 38,573 shares worth $3.18M. The position accounts for 0.5% of the portfolio, ranked #67.

Stamos Capital Partners first reported a position in HSBC in Q2 2019 and has held it in 12 quarters since. The position peaked at $5.01M in Q2 2024. 640 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Stamos Capital Partners held 38,573 shares of HSBC worth $3.18M as of Q1 2026.
Stamos Capital Partners bought 1,158 HSBC shares in Q1 2026, an estimated $98.1K.
HSBC made up 0.5% of Stamos Capital Partners's portfolio in Q1 2026, its #67 holding.
Stamos Capital Partners first reported a position in HSBC in Q2 2019 and has held it in 12 quarters since.
Stamos Capital Partners's HSBC position peaked at $5.01M in Q2 2024.
640 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.