Vontobel Holding’s HSBC HSBC Stock Holding History

Vontobel Holding’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	$270K	Hold	3,270	–	–	﹤0.01%	1025
2025 Q4	$257K	Hold	3,270	–	–	﹤0.01%	1224
2025 Q3	$232K	Buy	+3,270	New	+$213K	﹤0.01%	1186
2024 Q2	–	Sell	-10,000	Closed	-$394K	–	1114
2024 Q1	$394K	Hold	10,000	–	–	﹤0.01%	837
2023 Q4	$405K	Sell	10,000 -15,765	-61%	-$610K	﹤0.01%	849
2023 Q3	$1.02M	Hold	25,765	–	–	0.01%	579
2023 Q2	$1.02M	Hold	25,765	–	–	0.01%	592
2023 Q1	$879K	Hold	25,765	–	–	0.01%	621
2022 Q4	$803K	Hold	25,765	–	–	0.01%	631
2022 Q3	$672K	Hold	25,765	–	–	0.01%	638
2022 Q2	$842K	Buy	25,765 +15,765	+158%	+$511K	0.01%	583
2022 Q1	$342K	Buy	+10,000	New	+$345K	﹤0.01%	884

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

Vontobel Holding's HSBC Position: Q1 2026 in Review

Vontobel Holding held its HSBC (HSBC) position steady in Q1 2026 at 3,270 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Vontobel Holding first reported a position in HSBC in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.02M in Q2 2023. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Vontobel Holding held 3,270 shares of HSBC worth $270K as of Q1 2026.
Vontobel Holding left its HSBC share count unchanged in Q1 2026.
HSBC made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #1025 holding.
Vontobel Holding first reported a position in HSBC in Q1 2022 and has held it in 12 quarters since.
Vontobel Holding's HSBC position peaked at $1.02M in Q2 2023.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.