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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
Q2 		$749K Sell
7,877
-972
-11% -$88.7K 0.51% 22
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 $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

Tepp RIA's HSBC Position: Q2 2026 in Review

Tepp RIA reduced its HSBC (HSBC) stake by 11% in Q2 2026, selling an estimated $88.7K and leaving 7,877 shares worth $749K. The position accounts for 0.51% of the portfolio, ranked #22.

Tepp RIA first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $792K in Q4 2025. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Tepp RIA held 7,877 shares of HSBC worth $749K as of Q2 2026.
  • Tepp RIA sold 972 HSBC shares in Q2 2026, an estimated $88.7K.
  • HSBC made up 0.51% of Tepp RIA's portfolio in Q2 2026, its #22 holding.
  • Tepp RIA first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since.
  • Tepp RIA's HSBC position peaked at $792K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Tepp RIA's 13F filing for Q2 2026, filed 28 Jul 2026.