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 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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Aprio Wealth Management's HSBC Position: Q2 2026 in Review

Aprio Wealth Management increased its HSBC (HSBC) stake by 7.1% in Q2 2026, buying an estimated $132K and bringing the position to 21,870 shares worth $2.08M. The position accounts for 0.1% of the portfolio, ranked #143.

Aprio Wealth Management first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Aprio Wealth Management held 21,870 shares of HSBC worth $2.08M as of Q2 2026.
Aprio Wealth Management bought 1,447 HSBC shares in Q2 2026, an estimated $132K.
HSBC made up 0.1% of Aprio Wealth Management's portfolio in Q2 2026, its #143 holding.
Aprio Wealth Management first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.