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Tepp RIA’s HSBC HSBC Stock Holding History

Tepp RIA’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 		$730K Sell
8,849
-1,219
-12% -$103K 0.57% 23
2025
Q4 		$792K Hold
10,068
– – 0.78% 15
2025
Q3 		$715K Hold
10,068
– – 0.81% 15
2025
Q2 		$612K Buy
10,068
+2,150
+27% +$122K 0.79% 14
2025
Q1 		$455K Hold
7,918
– – 0.62% 13
2024
Q4 		$392K Buy
+7,918
New +$367K 0.58% 19

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

Tepp RIA's HSBC Position: Q1 2026 in Review

Tepp RIA reduced its HSBC (HSBC) stake by 12% in Q1 2026, selling an estimated $103K and leaving 8,849 shares worth $730K. The position accounts for 0.57% of the portfolio, ranked #23.

Tepp RIA first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since. The position peaked at $792K in Q4 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Tepp RIA held 8,849 shares of HSBC worth $730K as of Q1 2026.
  • Tepp RIA sold 1,219 HSBC shares in Q1 2026, an estimated $103K.
  • HSBC made up 0.57% of Tepp RIA's portfolio in Q1 2026, its #23 holding.
  • Tepp RIA first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since.
  • Tepp RIA's HSBC position peaked at $792K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Tepp RIA's 13F filing for Q1 2026, filed 22 Apr 2026.