Aprio Wealth Management
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Aprio Wealth Management’s HSBC HSBC Stock Holding History

Aprio 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
Q3 		$2.21M Buy
22,228
+358
+2% +$36.7K 0.1% 144
2026
Q2 		$2.08M Buy
21,870
+1,447
+7% +$132K 0.1% 143
2026
Q1 		$1.68M Buy
20,423
+628
+3% +$53.2K 0.09% 141
2025
Q4 		$1.56M Buy
19,795
+1,199
+6% +$85.7K 0.09% 145
2025
Q3 		$1.32M Buy
18,596
+1,005
+6% +$65.3K 0.13% 105
2025
Q2 		$1.07M Sell
17,591
-3,863
-18% -$220K 0.12% 106
2025
Q1 		$1.23M Buy
21,454
+4,194
+24% +$229K 0.15% 89
2024
Q4 		$854K Buy
17,260
+4,743
+38% +$220K 0.12% 96
2024
Q3 		$566K Buy
12,517
+4,035
+48% +$175K 0.09% 113
2024
Q2 		$369K Buy
8,482
+3,065
+57% +$132K 0.07% 139
2024
Q1 		$213K Sell
5,417
-164
-3% -$6.4K 0.04% 208
2023
Q4 		$226K Buy
+5,581
New +$216K 0.05% 169

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Aprio Wealth Management's HSBC Position: Q3 2026 in Review

Aprio Wealth Management increased its HSBC (HSBC) stake by 1.6% in Q3 2026, buying an estimated $36.7K and bringing the position to 22,228 shares worth $2.21M. The position accounts for 0.1% of the portfolio, ranked #144.

Aprio Wealth Management first reported a position in HSBC in Q4 2023 and has held it in 12 quarters since. 477 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Aprio Wealth Management held 22,228 shares of HSBC worth $2.21M as of Q3 2026.
  • Aprio Wealth Management bought 358 HSBC shares in Q3 2026, an estimated $36.7K.
  • HSBC made up 0.1% of Aprio Wealth Management's portfolio in Q3 2026, its #144 holding.
  • Aprio Wealth Management first reported a position in HSBC in Q4 2023 and has held it in 12 quarters since.
  • 477 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.