TrueMark Investments’s HSBC HSBC Stock Holding History

TrueMark 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	$3.46M	Buy	41,955 +5,170	+14%	+$438K	0.67%	55
2025 Q4	$2.89M	Sell	36,785 -9,717	-21%	-$695K	0.55%	56
2025 Q3	$3.3M	Sell	46,502 -7,368	-14%	-$479K	0.57%	66
2025 Q2	$3.27M	Buy	53,870 +8,326	+18%	+$474K	0.71%	59
2025 Q1	$2.62M	Buy	+45,544	New	+$2.49M	0.69%	51

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

TrueMark Investments's HSBC Position: Q1 2026 in Review

TrueMark Investments increased its HSBC (HSBC) stake by 14% in Q1 2026, buying an estimated $438K and bringing the position to 41,955 shares worth $3.46M. The position accounts for 0.67% of the portfolio, ranked #55.

TrueMark Investments first reported a position in HSBC in Q1 2025 and has held it in 5 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

TrueMark Investments held 41,955 shares of HSBC worth $3.46M as of Q1 2026.
TrueMark Investments bought 5,170 HSBC shares in Q1 2026, an estimated $438K.
HSBC made up 0.67% of TrueMark Investments's portfolio in Q1 2026, its #55 holding.
TrueMark Investments first reported a position in HSBC in Q1 2025 and has held it in 5 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.