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West Family Investments’s HSBC HSBC Stock Holding History

West Family 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 		$1.16M Buy
12,240
+2,785
+29% +$254K 0.34% 45
2026
Q1 		$780K Sell
9,455
-13,602
-59% -$1.15M 0.27% 68
2025
Q4 		$1.81M Hold
23,057
– – 0.43% 37
2025
Q3 		$1.64M Buy
23,057
+207
+0.9% +$13.5K 0.37% 50
2025
Q2 		$1.39M Buy
22,850
+11,110
+95% +$632K 0.36% 52
2025
Q1 		$674K Sell
11,740
-497
-4% -$27.2K 0.25% 81
2024
Q4 		$605K Sell
12,237
-207
-2% -$9.6K 0.21% 95
2024
Q3 		$562K Sell
12,444
-45,709
-79% -$1.98M 0.19% 110
2024
Q2 		$2.53M Buy
58,153
+1,169
+2% +$50.3K 0.76% 31
2024
Q1 		$2.24M Buy
56,984
+1,330
+2% +$51.9K 0.7% 34
2023
Q4 		$2.26M Sell
55,654
-3,853
-6% -$149K 0.76% 30
2023
Q3 		$2.35M Buy
59,507
+3,884
+7% +$153K 0.82% 28
2023
Q2 		$2.2M Buy
55,623
+5,623
+11% +$210K 0.86% 24
2023
Q1 		$1.71M Sell
50,000
-6,692
-12% -$240K 0.68% 33
2022
Q4 		$1.77M Buy
56,692
+2,408
+4% +$68.3K 0.6% 33
2022
Q3 		$1.42M Sell
54,284
-9,215
-15% -$286K 0.59% 34
2022
Q2 		$2.08M Sell
63,499
-380
-0.6% -$12.3K 0.82% 25
2022
Q1 		$2.19M Buy
63,879
+419
+0.7% +$14.4K 0.62% 27
2021
Q4 		$1.91M Buy
63,460
+8,841
+16% +$258K 0.52% 33
2021
Q3 		$1.43M Sell
54,619
-11,867
-18% -$323K 0.37% 47
2021
Q2 		$1.92M Buy
66,486
+16,216
+32% +$495K 0.52% 30
2021
Q1 		$1.47M Buy
50,270
+270
+0.5% +$7.72K 0.53% 60
2020
Q4 		$1.3M Buy
+50,000
New +$1.19M 0.39% 73

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

West Family Investments's HSBC Position: Q2 2026 in Review

West Family Investments increased its HSBC (HSBC) stake by 29% in Q2 2026, buying an estimated $254K and bringing the position to 12,240 shares worth $1.16M. The position accounts for 0.34% of the portfolio, ranked #45.

West Family Investments first reported a position in HSBC in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.53M in Q2 2024. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • West Family Investments held 12,240 shares of HSBC worth $1.16M as of Q2 2026.
  • West Family Investments bought 2,785 HSBC shares in Q2 2026, an estimated $254K.
  • HSBC made up 0.34% of West Family Investments's portfolio in Q2 2026, its #45 holding.
  • West Family Investments first reported a position in HSBC in Q4 2020 and has held it in 23 quarters since.
  • West Family Investments's HSBC position peaked at $2.53M in Q2 2024.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.