SSC
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Syverson Strege & Co’s HSBC HSBC Stock Holding History

Syverson Strege & Co’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 		$317K Sell
3,329
-252
-7% -$23K 0.07% 126
2026
Q1 		$295K Sell
3,581
-271
-7% -$23K 0.07% 122
2025
Q4 		$303K Sell
3,852
-52
-1% -$3.72K 0.07% 118
2025
Q3 		$277K Sell
3,904
-463
-11% -$30.1K 0.07% 124
2025
Q2 		$265K Buy
+4,367
New +$249K 0.06% 133
2023
Q2 		– Sell
-748
Closed -$25.5K – 309
2023
Q1 		$25.5K Buy
+748
New +$26.8K 0.01% 171

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Syverson Strege & Co's HSBC Position: Q2 2026 in Review

Syverson Strege & Co reduced its HSBC (HSBC) stake by 7% in Q2 2026, selling an estimated $23K and leaving 3,329 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #126.

Syverson Strege & Co first reported a position in HSBC in Q1 2023 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Syverson Strege & Co held 3,329 shares of HSBC worth $317K as of Q2 2026.
  • Syverson Strege & Co sold 252 HSBC shares in Q2 2026, an estimated $23K.
  • HSBC made up 0.07% of Syverson Strege & Co's portfolio in Q2 2026, its #126 holding.
  • Syverson Strege & Co first reported a position in HSBC in Q1 2023 and has held it in 6 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.