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Stephens Inc’s HSBC HSBC Stock Holding History

Stephens Inc’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 		$223K Sell
2,703
-1,019
-27% -$86.3K ﹤0.01% 1164
2025
Q4 		$293K Buy
+3,722
New +$266K ﹤0.01% 1048
2020
Q1 		– Sell
-22,565
Closed -$882K – 1156
2019
Q4 		$882K Sell
22,565
-1,867
-8% -$70.8K 0.02% 587
2019
Q3 		$935K Sell
24,432
-5,819
-19% -$225K 0.02% 573
2019
Q2 		$1.26M Buy
30,251
+26
+0.1% +$1.09K 0.03% 521
2019
Q1 		$1.21M Sell
30,225
-18,504
-38% -$746K 0.03% 521
2018
Q4 		$1.93M Sell
48,729
-3,314
-6% -$133K 0.05% 367
2018
Q3 		$2.18M Buy
52,043
+423
+0.8% +$18.3K 0.05% 379
2018
Q2 		$2.29M Buy
51,620
+395
+0.8% +$18.1K 0.07% 304
2018
Q1 		$2.28M Sell
51,225
-1,891
-4% -$90K 0.08% 254
2017
Q4 		$2.51M Buy
53,116
+21,897
+70% +$990K 0.09% 230
2017
Q3 		$1.41M Buy
31,219
+370
+1% +$16.4K 0.05% 321
2017
Q2 		$1.31M Buy
30,849
+463
+2% +$18K 0.04% 377
2017
Q1 		$1.12M Buy
30,386
+575
+2% +$21.6K 0.04% 400
2016
Q4 		$1.08M Buy
29,811
+928
+3% +$32.9K 0.04% 361
2016
Q3 		$981K Buy
28,883
+1,504
+5% +$47.2K 0.04% 378
2016
Q2 		$764K Buy
27,379
+2,807
+11% +$79.4K 0.03% 417
2016
Q1 		$681K Sell
24,572
-1,558
-6% -$46.1K 0.03% 405
2015
Q4 		$919K Buy
26,130
+347
+1% +$12.3K 0.05% 340
2015
Q3 		$870K Buy
25,783
+1,793
+7% +$67K 0.05% 355
2015
Q2 		$958K Sell
23,990
-421
-2% -$17.5K 0.04% 372
2015
Q1 		$917K Buy
24,411
+4,191
+21% +$163K 0.04% 381
2014
Q4 		$823K Buy
20,220
+928
+5% +$39.6K 0.04% 387
2014
Q3 		$846K Buy
19,292
+7,055
+58% +$321K 0.04% 368
2014
Q2 		$536K Buy
12,237
+116
+1% +$5.17K 0.03% 486
2014
Q1 		$531K Buy
12,121
+218
+2% +$9.89K 0.03% 461
2013
Q4 		$565K Buy
11,903
+795
+7% +$37.6K 0.03% 483
2013
Q3 		$519K Buy
11,108
+174
+2% +$8.26K 0.03% 457
2013
Q2 		$489K Buy
+10,934
New +$512K 0.03% 435

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

Stephens Inc's HSBC Position: Q1 2026 in Review

Stephens Inc reduced its HSBC (HSBC) stake by 27% in Q1 2026, selling an estimated $86.3K and leaving 2,703 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Stephens Inc first reported a position in HSBC in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.51M in Q4 2017. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Stephens Inc held 2,703 shares of HSBC worth $223K as of Q1 2026.
  • Stephens Inc sold 1,019 HSBC shares in Q1 2026, an estimated $86.3K.
  • HSBC made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1164 holding.
  • Stephens Inc first reported a position in HSBC in Q2 2013 and has held it in 29 quarters since.
  • Stephens Inc's HSBC position peaked at $2.51M in Q4 2017.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.