Summit Global Investments’s HSBC HSBC Stock Holding History

Summit Global Investments’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	$696K	Buy	+7,323	New	+$668K	0.04%	282
2025 Q1	–	Sell	-31,540	Closed	-$1.56M	–	501
2024 Q4	$1.56M	Buy	+31,540	New	+$1.46M	0.1%	152
2024 Q1	–	Sell	-102,083	Closed	-$4.14M	–	543
2023 Q4	$4.14M	Sell	102,083 -695	-0.7%	-$26.9K	0.27%	81
2023 Q3	$4.06M	Sell	102,778 -2,199	-2%	-$86.7K	0.27%	78
2023 Q2	$4.16M	Buy	104,977 +1,480	+1%	+$55.2K	0.28%	89
2023 Q1	$3.53M	Buy	103,497 +20,033	+24%	+$719K	0.27%	92
2022 Q4	$2.6M	Buy	83,464 +435	+0.5%	+$12.3K	0.22%	116
2022 Q3	$2.17M	Buy	83,029 +74,923	+924%	+$2.33M	0.2%	120
2022 Q2	$265K	Sell	8,106 -37	-0.5%	-$1.2K	0.02%	416
2022 Q1	$279K	Buy	+8,143	New	+$281K	0.02%	419

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Summit Global Investments's HSBC Position: Q2 2026 in Review

Summit Global Investments opened a new position in HSBC (HSBC) in Q2 2026: 7,323 shares worth $696K. The stake represents 0.04% of the portfolio and ranks #282 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in HSBC as recently as Q4 2024.

Summit Global Investments first reported a position in HSBC in Q1 2022 and has held it in 10 quarters since. The position peaked at $4.16M in Q2 2023. 711 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Summit Global Investments held 7,323 shares of HSBC worth $696K as of Q2 2026.
HSBC was a new Summit Global Investments position in Q2 2026.
HSBC made up 0.04% of Summit Global Investments's portfolio in Q2 2026, its #282 holding.
Summit Global Investments first reported a position in HSBC in Q1 2022 and has held it in 10 quarters since.
Summit Global Investments's HSBC position peaked at $4.16M in Q2 2023.
711 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.