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Stone House Investment Management’s HSBC HSBC Stock Holding History

Stone House Investment 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 		$3.38K Buy
41
+30
+273% +$2.54K ﹤0.01% 516
2025
Q4 		$865 Buy
+11
New +$787 ﹤0.01% 656

Other funds holding HSBC

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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

Stone House Investment Management's HSBC Position: Q1 2026 in Review

Stone House Investment Management increased its HSBC (HSBC) stake by 273% in Q1 2026, buying an estimated $2.54K and bringing the position to 41 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Stone House Investment Management first reported a position in HSBC in Q4 2025 and has held it in 2 quarters since. 640 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Stone House Investment Management held 41 shares of HSBC worth $3.38K as of Q1 2026.
  • Stone House Investment Management bought 30 HSBC shares in Q1 2026, an estimated $2.54K.
  • HSBC made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #516 holding.
  • Stone House Investment Management first reported a position in HSBC in Q4 2025 and has held it in 2 quarters since.
  • 640 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.