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Baker Tilly Wealth Management’s HSBC HSBC Stock Holding History

Baker Tilly 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 		– Sell
-2,881
Closed -$238K – 298
2026
Q1 		$238K Buy
2,881
+222
+8% +$18.8K 0.06% 244
2025
Q4 		$209K Buy
+2,659
New +$190K 0.05% 278

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Dimensional Fund Advisors
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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

Baker Tilly Wealth Management's HSBC Position: Q2 2026 in Review

Baker Tilly Wealth Management sold out of HSBC (HSBC) in Q2 2026, closing a stake of 2,881 shares — an estimated $238K sold.

Baker Tilly Wealth Management first reported a position in HSBC in Q4 2025 and held it in 2 quarters. The position peaked at $238K in Q1 2026. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Baker Tilly Wealth Management reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,881 HSBC shares in Q2 2026, an estimated $238K.
  • Baker Tilly Wealth Management first reported a position in HSBC in Q4 2025 and held it in 2 quarters.
  • Baker Tilly Wealth Management's HSBC position peaked at $238K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.