Bartlett & Co Wealth Management’s HSBC HSBC Stock Holding History

Bartlett & Co 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	$51.8K	Hold	575	–	–	﹤0.01%	680
2025 Q4	$45.2K	Buy	575 +321	+126%	+$23K	﹤0.01%	689
2025 Q3	$18K	Hold	254	–	–	﹤0.01%	836
2025 Q2	$15.4K	Hold	254	–	–	﹤0.01%	856
2025 Q1	$15K	Hold	254	–	–	﹤0.01%	861
2024 Q4	$12.6K	Hold	254	–	–	﹤0.01%	884
2024 Q3	$11.5K	Hold	254	–	–	﹤0.01%	898
2024 Q2	$11K	Hold	254	–	–	﹤0.01%	909
2024 Q1	$10.4K	Hold	254	–	–	﹤0.01%	906
2023 Q4	$10.3K	Hold	254	–	–	﹤0.01%	995
2023 Q3	$10K	Hold	254	–	–	﹤0.01%	928
2023 Q2	$10.1K	Hold	254	–	–	﹤0.01%	930
2023 Q1	$8.96K	Hold	254	–	–	﹤0.01%	837
2022 Q4	$7.92K	Hold	254	–	–	﹤0.01%	857
2022 Q3	$6.62K	Hold	254	–	–	﹤0.01%	882
2022 Q2	$8.3K	Hold	254	–	–	﹤0.01%	911
2022 Q1	$8.92K	Buy	+254	New	+$8.76K	﹤0.01%	848
2021 Q4	–	Sell	-254	Closed	-$6.64K	–	607
2021 Q3	$6.64K	Hold	254	–	–	﹤0.01%	743
2021 Q2	$7.33K	Hold	254	–	–	﹤0.01%	724
2021 Q1	$7.59K	Hold	254	–	–	﹤0.01%	759
2020 Q4	$6.58K	Hold	254	–	–	﹤0.01%	771
2020 Q3	$4.97K	Hold	254	–	–	﹤0.01%	736
2020 Q2	$5.93K	Hold	254	–	–	﹤0.01%	727
2020 Q1	$7.12K	Hold	254	–	–	﹤0.01%	692
2019 Q4	$9.93K	Hold	254	–	–	﹤0.01%	731
2019 Q3	$9.72K	Hold	254	–	–	﹤0.01%	737
2019 Q2	$10.7K	Sell	254 -3	-1%	-$126	﹤0.01%	583
2019 Q1	$10.6K	Sell	257 -6	-2%	-$242	﹤0.01%	576
2018 Q4	$10.4K	Sell	263 -4	-1%	-$160	﹤0.01%	582
2018 Q3	$11.2K	Sell	267 -3	-1%	-$130	﹤0.01%	594
2018 Q2	$12.1K	Sell	270 -2	-0.7%	-$92	﹤0.01%	585
2018 Q1	$12.4K	Buy	+272	New	+$12.9K	﹤0.01%	590

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

Bartlett & Co Wealth Management's HSBC Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its HSBC (HSBC) position steady in Q1 2026 at 575 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Bartlett & Co Wealth Management first reported a position in HSBC in Q1 2018 and has held it in 32 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Bartlett & Co Wealth Management held 575 shares of HSBC worth $51.8K as of Q1 2026.
Bartlett & Co Wealth Management left its HSBC share count unchanged in Q1 2026.
HSBC made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #680 holding.
Bartlett & Co Wealth Management first reported a position in HSBC in Q1 2018 and has held it in 32 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.