AMPWP
HSBC icon

Alvarez & Marsal Private Wealth Partners’s HSBC HSBC Stock Holding History

Alvarez & Marsal Private 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 		– Sell
-2,390
Closed -$203K – 146
2026
Q1 		$203K Buy
+2,390
New +$202K 0.03% 173

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

Alvarez & Marsal Private Wealth Partners's HSBC Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of HSBC (HSBC) in Q2 2026, closing a stake of 2,390 shares — an estimated $203K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in HSBC in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 705 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 2,390 HSBC shares in Q2 2026, an estimated $203K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in HSBC in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's HSBC position peaked at $203K in Q1 2026.
  • 705 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.