AWM
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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
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 $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

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

Aprio Wealth Management increased its HSBC (HSBC) stake by 3.2% in Q1 2026, buying an estimated $53.2K and bringing the position to 20,423 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #141.

Aprio Wealth Management first reported a position in HSBC in Q4 2023 and has held it in 10 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Aprio Wealth Management held 20,423 shares of HSBC worth $1.68M as of Q1 2026.
  • Aprio Wealth Management bought 628 HSBC shares in Q1 2026, an estimated $53.2K.
  • HSBC made up 0.09% of Aprio Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Aprio Wealth Management first reported a position in HSBC in Q4 2023 and has held it in 10 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.