Systematic Alpha Investments’s HSBC HSBC Stock Holding History

Systematic Alpha 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 Q1	$1.9M	Hold	23,000	–	–	0.07%	90
2025 Q4	$1.81M	Hold	23,000	–	–	0.06%	89
2025 Q3	$1.63M	Hold	23,000	–	–	0.05%	90
2025 Q2	$1.4M	Hold	23,000	–	–	0.05%	90
2025 Q1	$1.32M	Hold	23,000	–	–	0.05%	94
2024 Q4	$1.14M	Hold	23,000	–	–	0.04%	99
2024 Q3	$1.04M	Hold	23,000	–	–	0.04%	106
2024 Q2	$1M	Hold	23,000	–	–	0.04%	111
2024 Q1	$905K	Hold	23,000	–	–	0.04%	114
2023 Q4	$932K	Hold	23,000	–	–	0.04%	110
2023 Q3	$908K	Hold	23,000	–	–	0.05%	105
2023 Q2	$911K	Hold	23,000	–	–	0.04%	106
2023 Q1	$785K	Hold	23,000	–	–	0.04%	111
2022 Q4	$717K	Hold	23,000	–	–	0.04%	112
2022 Q3	$600K	Hold	23,000	–	–	0.04%	112
2022 Q2	$751K	Hold	23,000	–	–	0.04%	105
2022 Q1	$787K	Hold	23,000	–	–	0.04%	111
2021 Q4	$693K	Hold	23,000	–	–	0.03%	127
2021 Q3	$692K	Hold	23,000	–	–	0.03%	133
2021 Q2	$652K	Hold	23,000	–	–	0.03%	123
2021 Q1	$670K	Buy	+23,000	New	+$658K	0.04%	100

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

Systematic Alpha Investments's HSBC Position: Q1 2026 in Review

Systematic Alpha Investments held its HSBC (HSBC) position steady in Q1 2026 at 23,000 shares worth $1.9M. The position accounts for 0.07% of the portfolio, ranked #90.

Systematic Alpha Investments first reported a position in HSBC in Q1 2021 and has held it in 21 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Systematic Alpha Investments held 23,000 shares of HSBC worth $1.9M as of Q1 2026.
Systematic Alpha Investments left its HSBC share count unchanged in Q1 2026.
HSBC made up 0.07% of Systematic Alpha Investments's portfolio in Q1 2026, its #90 holding.
Systematic Alpha Investments first reported a position in HSBC in Q1 2021 and has held it in 21 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.