AssuredPartners Investment Advisors’s HSBC HSBC Stock Holding History

AssuredPartners Investment Advisors’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	$1.1M	Sell	12,997 -2,468	-16%	-$209K	0.12%	184
2025 Q4	$1.22M	Sell	15,465 -271	-2%	-$19.4K	0.18%	125
2025 Q3	$1.12M	Hold	15,736	–	–	0.25%	79
2025 Q2	$957K	Buy	15,736 +3,065	+24%	+$174K	0.23%	78
2025 Q1	$728K	Buy	12,671 +2,126	+20%	+$116K	0.14%	158
2024 Q4	$522K	Buy	+10,545	New	+$489K	0.1%	194

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AssuredPartners Investment Advisors's HSBC Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its HSBC (HSBC) stake by 16% in Q1 2026, selling an estimated $209K and leaving 12,997 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #184.

AssuredPartners Investment Advisors first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

AssuredPartners Investment Advisors held 12,997 shares of HSBC worth $1.1M as of Q1 2026.
AssuredPartners Investment Advisors sold 2,468 HSBC shares in Q1 2026, an estimated $209K.
HSBC made up 0.12% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #184 holding.
AssuredPartners Investment Advisors first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's HSBC position peaked at $1.22M in Q4 2025.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.