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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
Q2 		$1.23M Sell
12,932
-65
-0.5% -$5.93K 0.12% 173
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
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

AssuredPartners Investment Advisors's HSBC Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its HSBC (HSBC) stake by 0.5% in Q2 2026, selling an estimated $5.93K and leaving 12,932 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #173.

AssuredPartners Investment Advisors first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • AssuredPartners Investment Advisors held 12,932 shares of HSBC worth $1.23M as of Q2 2026.
  • AssuredPartners Investment Advisors sold 65 HSBC shares in Q2 2026, an estimated $5.93K.
  • HSBC made up 0.12% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #173 holding.
  • AssuredPartners Investment Advisors first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.