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 Q3	$325K	Hold	3,270	–	–	﹤0.01%	1229
2026 Q2	$311K	Hold	3,270	–	–	﹤0.01%	1222
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 $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Vontobel Holding's HSBC Position: Q3 2026 in Review

Vontobel Holding held its HSBC (HSBC) position steady in Q3 2026 at 3,270 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Vontobel Holding first reported a position in HSBC in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q2 2023. 410 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Vontobel Holding held 3,270 shares of HSBC worth $325K as of Q3 2026.
Vontobel Holding left its HSBC share count unchanged in Q3 2026.
HSBC made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #1229 holding.
Vontobel Holding first reported a position in HSBC in Q1 2022 and has held it in 14 quarters since.
Vontobel Holding's HSBC position peaked at $1.02M in Q2 2023.
410 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.