UB
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UMB Bank’s HSBC HSBC Stock Holding History

UMB Bank’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 		$124K Sell
1,501
-87
-5% -$7.37K ﹤0.01% 881
2025
Q4 		$125K Buy
1,588
+169
+12% +$12.1K ﹤0.01% 848
2025
Q3 		$101K Hold
1,419
– – ﹤0.01% 862
2025
Q2 		$86.3K Hold
1,419
– – ﹤0.01% 895
2025
Q1 		$81.5K Sell
1,419
-95
-6% -$5.19K ﹤0.01% 855
2024
Q4 		$74.9K Buy
1,514
+26
+2% +$1.21K ﹤0.01% 776
2024
Q3 		$67.2K Sell
1,488
-388
-21% -$16.8K ﹤0.01% 794
2024
Q2 		$81.6K Sell
1,876
-2
-0.1% -$86 ﹤0.01% 735
2024
Q1 		$73.9K Hold
1,878
– – ﹤0.01% 764
2023
Q4 		$76.1K Sell
1,878
-913
-33% -$35.3K ﹤0.01% 757
2023
Q3 		$110K Hold
2,791
– – ﹤0.01% 678
2023
Q2 		$111K Buy
2,791
+25
+0.9% +$933 ﹤0.01% 678
2023
Q1 		$94.4K Buy
2,766
+1,372
+98% +$49.2K ﹤0.01% 709
2022
Q4 		$43K Sell
1,394
-20
-1% -$568 ﹤0.01% 887
2022
Q3 		$37K Buy
1,414
+487
+53% +$15.1K ﹤0.01% 943
2022
Q2 		$30K Sell
927
-805
-46% -$26.1K ﹤0.01% 1042
2022
Q1 		$59K Hold
1,732
– – ﹤0.01% 920
2021
Q4 		$52K Buy
+1,732
New +$50.6K ﹤0.01% 987

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

UMB Bank's HSBC Position: Q1 2026 in Review

UMB Bank reduced its HSBC (HSBC) stake by 5.5% in Q1 2026, selling an estimated $7.37K and leaving 1,501 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

UMB Bank first reported a position in HSBC in Q4 2021 and has held it in 18 quarters since. The position peaked at $125K in Q4 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • UMB Bank held 1,501 shares of HSBC worth $124K as of Q1 2026.
  • UMB Bank sold 87 HSBC shares in Q1 2026, an estimated $7.37K.
  • HSBC made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #881 holding.
  • UMB Bank first reported a position in HSBC in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's HSBC position peaked at $125K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.