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Abacus Wealth Partners’s HSBC HSBC Stock Holding History

Abacus Wealth Partners’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 		$601K Sell
6,316
-8,867
-58% -$809K 0.06% 127
2026
Q1 		$1.25M Sell
15,183
-31
-0.2% -$2.63K 0.11% 81
2025
Q4 		$1.2M Buy
+15,214
New +$1.09M 0.12% 83

Other funds holding HSBC

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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

Abacus Wealth Partners's HSBC Position: Q2 2026 in Review

Abacus Wealth Partners reduced its HSBC (HSBC) stake by 58% in Q2 2026, selling an estimated $809K and leaving 6,316 shares worth $601K. The position accounts for 0.06% of the portfolio, ranked #127.

Abacus Wealth Partners first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q1 2026. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Abacus Wealth Partners held 6,316 shares of HSBC worth $601K as of Q2 2026.
  • Abacus Wealth Partners sold 8,867 HSBC shares in Q2 2026, an estimated $809K.
  • HSBC made up 0.06% of Abacus Wealth Partners's portfolio in Q2 2026, its #127 holding.
  • Abacus Wealth Partners first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's HSBC position peaked at $1.25M in Q1 2026.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.