Vestmark Advisory Solutions’s HSBC HSBC Stock Holding History

Vestmark Advisory Solutions’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	$2.66M	Buy	27,951 +4,524	+19%	+$413K	0.03%	587
2026 Q1	$1.93M	Sell	23,427 -26,337	-53%	-$2.23M	0.02%	641
2025 Q4	$3.91M	Buy	+49,764	New	+$3.56M	0.05%	367
2025 Q3	–	Sell	-22,543	Closed	-$1.37M	–	952
2025 Q2	$1.37M	Buy	+22,543	New	+$1.28M	0.02%	442
2023 Q3	–	Sell	-8,794	Closed	-$348K	–	622
2023 Q2	$348K	Sell	8,794 -308	-3%	-$11.5K	0.01%	674
2023 Q1	$311K	Buy	+9,102	New	+$327K	0.01%	691
2022 Q3	–	Sell	-8,935	Closed	-$292K	–	839
2022 Q2	$292K	Sell	8,935 -333	-4%	-$10.8K	0.02%	680
2022 Q1	$317K	Buy	+9,268	New	+$320K	0.02%	703
2020 Q2	–	Sell	-14,117	Closed	-$395K	–	542
2020 Q1	$395K	Sell	14,117 -20,437	-59%	-$710K	0.08%	302
2019 Q4	$1.35M	Sell	34,554 -594	-2%	-$22.5K	0.28%	131
2019 Q3	$1.34M	Sell	35,148 -4,377	-11%	-$170K	0.22%	144
2019 Q2	$1.65M	Buy	39,525 +3,265	+9%	+$137K	0.28%	106
2019 Q1	$1.45M	Buy	+36,260	New	+$1.46M	0.26%	118

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vestmark Advisory Solutions's HSBC Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its HSBC (HSBC) stake by 19% in Q2 2026, buying an estimated $413K and bringing the position to 27,951 shares worth $2.66M. The position accounts for 0.03% of the portfolio, ranked #587.

Vestmark Advisory Solutions first reported a position in HSBC in Q1 2019 and has held it in 13 quarters since. The position peaked at $3.91M in Q4 2025. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Vestmark Advisory Solutions held 27,951 shares of HSBC worth $2.66M as of Q2 2026.
Vestmark Advisory Solutions bought 4,524 HSBC shares in Q2 2026, an estimated $413K.
HSBC made up 0.03% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #587 holding.
Vestmark Advisory Solutions first reported a position in HSBC in Q1 2019 and has held it in 13 quarters since.
Vestmark Advisory Solutions's HSBC position peaked at $3.91M in Q4 2025.
707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.