AWM
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AE Wealth Management’s HSBC HSBC Stock Holding History

AE Wealth Management’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 		$723K Buy
8,762
+535
+7% +$45.3K ﹤0.01% 945
2025
Q4 		$647K Buy
8,227
+696
+9% +$49.8K ﹤0.01% 953
2025
Q3 		$535K Buy
7,531
+162
+2% +$10.5K ﹤0.01% 951
2025
Q2 		$448K Buy
7,369
+616
+9% +$35.1K ﹤0.01% 966
2025
Q1 		$388K Sell
6,753
-145
-2% -$7.93K ﹤0.01% 995
2024
Q4 		$341K Sell
6,898
-26
-0.4% -$1.21K ﹤0.01% 1043
2024
Q3 		$313K Sell
6,924
-623
-8% -$27K ﹤0.01% 1013
2024
Q2 		$328K Sell
7,547
-120
-2% -$5.16K ﹤0.01% 1000
2024
Q1 		$302K Sell
7,667
-20,047
-72% -$783K ﹤0.01% 960
2023
Q4 		$1.1M Buy
27,714
+2,467
+10% +$95.5K 0.01% 1121
2023
Q3 		$996K Buy
25,247
+362
+1% +$14.3K 0.01% 1098
2023
Q2 		$986K Buy
+24,885
New +$929K 0.01% 1093
2023
Q1 		– Sell
-26,827
Closed -$836K – 1932
2022
Q4 		$836K Buy
+26,827
New +$761K 0.01% 1056

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

AE Wealth Management's HSBC Position: Q1 2026 in Review

AE Wealth Management increased its HSBC (HSBC) stake by 6.5% in Q1 2026, buying an estimated $45.3K and bringing the position to 8,762 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

AE Wealth Management first reported a position in HSBC in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.1M in Q4 2023. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • AE Wealth Management held 8,762 shares of HSBC worth $723K as of Q1 2026.
  • AE Wealth Management bought 535 HSBC shares in Q1 2026, an estimated $45.3K.
  • HSBC made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #945 holding.
  • AE Wealth Management first reported a position in HSBC in Q4 2022 and has held it in 13 quarters since.
  • AE Wealth Management's HSBC position peaked at $1.1M in Q4 2023.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.