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Summit Trail Advisors’s HSBC HSBC Stock Holding History

Summit Trail Advisors’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 		$2.78M Buy
33,754
+28,578
+552% +$2.42M 0.04% 336
2025
Q4 		$407K Sell
5,176
-2,461
-32% -$176K 0.01% 1139
2025
Q3 		$542K Buy
7,637
+732
+11% +$47.6K 0.01% 1056
2025
Q2 		$420K Buy
+6,905
New +$393K 0.01% 795
2024
Q4 		– Sell
-6,266
Closed -$283K – 544
2024
Q3 		$283K Sell
6,266
-529
-8% -$22.9K 0.01% 559
2024
Q2 		$296K Buy
+6,795
New +$292K 0.01% 498
2018
Q2 		– Sell
-7,400
Closed -$335K – 553
2018
Q1 		$335K Buy
7,400
+68
+0.9% +$3.24K 0.06% 256
2017
Q4 		$372K Buy
+7,332
New +$332K 0.05% 276

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

Summit Trail Advisors's HSBC Position: Q1 2026 in Review

Summit Trail Advisors increased its HSBC (HSBC) stake by 552% in Q1 2026, buying an estimated $2.42M and bringing the position to 33,754 shares worth $2.78M. The position accounts for 0.04% of the portfolio, ranked #336.

Summit Trail Advisors first reported a position in HSBC in Q4 2017 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Summit Trail Advisors held 33,754 shares of HSBC worth $2.78M as of Q1 2026.
  • Summit Trail Advisors bought 28,578 HSBC shares in Q1 2026, an estimated $2.42M.
  • HSBC made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #336 holding.
  • Summit Trail Advisors first reported a position in HSBC in Q4 2017 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.