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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
Q2 		$4.57M Buy
48,065
+6,110
+15% +$558K 0.57% 51
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
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

TrueMark Investments's HSBC Position: Q2 2026 in Review

TrueMark Investments increased its HSBC (HSBC) stake by 15% in Q2 2026, buying an estimated $558K and bringing the position to 48,065 shares worth $4.57M. The position accounts for 0.57% of the portfolio, ranked #51.

TrueMark Investments first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • TrueMark Investments held 48,065 shares of HSBC worth $4.57M as of Q2 2026.
  • TrueMark Investments bought 6,110 HSBC shares in Q2 2026, an estimated $558K.
  • HSBC made up 0.57% of TrueMark Investments's portfolio in Q2 2026, its #51 holding.
  • TrueMark Investments first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.