TD Capital Management
HSBC icon

TD Capital Management’s HSBC HSBC Stock Holding History

TD Capital 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
Q3 		$2.3K Hold
23
– – ﹤0.01% 622
2026
Q2 		$2.2K Hold
23
– – ﹤0.01% 634
2026
Q1 		$1.91K Hold
23
– – ﹤0.01% 678
2025
Q4 		$1.82K Buy
+23
New +$1.64K ﹤0.01% 612
2013
Q3 		– Sell
-224
Closed -$10K – 193
2013
Q2 		$10K Buy
+224
New +$10.5K ﹤0.01% 165

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

TD Capital Management's HSBC Position: Q3 2026 in Review

TD Capital Management held its HSBC (HSBC) position steady in Q3 2026 at 23 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

TD Capital Management first reported a position in HSBC in Q2 2013 and has held it in 5 quarters since. The position peaked at $10K in Q2 2013. 477 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • TD Capital Management held 23 shares of HSBC worth $2.3K as of Q3 2026.
  • TD Capital Management left its HSBC share count unchanged in Q3 2026.
  • HSBC made up ﹤0.01% of TD Capital Management's portfolio in Q3 2026, its #622 holding.
  • TD Capital Management first reported a position in HSBC in Q2 2013 and has held it in 5 quarters since.
  • TD Capital Management's HSBC position peaked at $10K in Q2 2013.
  • 477 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on TD Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.