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B. Riley Wealth Advisors’s HSBC HSBC Stock Holding History

B. Riley Wealth 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 		– Sell
-2,547
Closed -$200K – 1001
2025
Q4 		$200K Buy
+2,547
New +$182K 0.01% 876
2024
Q2 		– Sell
-6,960
Closed -$275K – 1489
2024
Q1 		$275K Buy
+6,960
New +$272K 0.01% 1087
2023
Q4 		– Sell
-6,960
Closed -$275K – 1448
2023
Q3 		$275K Buy
+6,960
New +$274K 0.01% 1087
2020
Q1 		– Sell
-6,206
Closed -$243K – 839
2019
Q4 		$243K Sell
6,206
-289
-4% -$11K 0.02% 691
2019
Q3 		$250K Buy
+6,495
New +$252K 0.02% 656
2016
Q1 		– Sell
-7,548
Closed -$267K – 580
2015
Q4 		$267K Sell
7,548
-2,040
-21% -$72K 0.05% 403
2015
Q3 		$324K Buy
9,588
+95
+1% +$3.55K 0.08% 333
2015
Q2 		$382K Buy
9,493
+2,305
+32% +$96K 0.09% 266
2015
Q1 		$269K Buy
7,188
+2,525
+54% +$98.4K 0.07% 393
2014
Q4 		$190 Buy
4,663
+47
+1% +$2K ﹤0.01% 1408
2014
Q3 		$202K Buy
4,616
+126
+3% +$5.74K 0.05% 511
2014
Q2 		$197K Buy
+4,490
New +$200K 0.05% 460

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

B. Riley Wealth Advisors's HSBC Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of HSBC (HSBC) in Q1 2026, closing a stake of 2,547 shares — an estimated $200K sold.

B. Riley Wealth Advisors first reported a position in HSBC in Q2 2014 and held it in 12 quarters. The position peaked at $382K in Q2 2015. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining HSBC position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,547 HSBC shares in Q1 2026, an estimated $200K.
  • B. Riley Wealth Advisors first reported a position in HSBC in Q2 2014 and held it in 12 quarters.
  • B. Riley Wealth Advisors's HSBC position peaked at $382K in Q2 2015.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.