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Westerkirk Capital’s HSBC HSBC Stock Holding History

Westerkirk Capital’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 		$326K Hold
3,954
– – 0.04% 167
2025
Q4 		$311K Sell
3,954
-4,590
-54% -$328K 0.03% 176
2025
Q3 		$606K Hold
8,544
– – 0.07% 179
2025
Q2 		$519K Buy
+8,544
New +$486K 0.06% 186

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

Westerkirk Capital's HSBC Position: Q1 2026 in Review

Westerkirk Capital held its HSBC (HSBC) position steady in Q1 2026 at 3,954 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #167.

Westerkirk Capital first reported a position in HSBC in Q2 2025 and has held it in 4 quarters since. The position peaked at $606K in Q3 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Westerkirk Capital held 3,954 shares of HSBC worth $326K as of Q1 2026.
  • Westerkirk Capital left its HSBC share count unchanged in Q1 2026.
  • HSBC made up 0.04% of Westerkirk Capital's portfolio in Q1 2026, its #167 holding.
  • Westerkirk Capital first reported a position in HSBC in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's HSBC position peaked at $606K in Q3 2025.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.