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Beacon Pointe Advisors’s HSBC HSBC Stock Holding History

Beacon Pointe 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 		$1.53M Buy
18,605
+12,830
+222% +$1.09M 0.01% 820
2025
Q4 		$454K Buy
+5,775
New +$413K ﹤0.01% 1107
2025
Q3 		– Sell
-8,494
Closed -$516K – 1446
2025
Q2 		$516K Buy
8,494
+3,007
+55% +$171K 0.01% 872
2025
Q1 		$315K Sell
5,487
-43
-0.8% -$2.35K ﹤0.01% 1008
2024
Q4 		$274K Sell
5,530
-1,130
-17% -$52.4K ﹤0.01% 1041
2024
Q3 		$301K Sell
6,660
-110
-2% -$4.77K ﹤0.01% 1021
2024
Q2 		$294K Sell
6,770
-194
-3% -$8.35K ﹤0.01% 1059
2024
Q1 		$274K Sell
6,964
-83
-1% -$3.24K ﹤0.01% 1142
2023
Q4 		$286K Buy
7,047
+558
+9% +$21.6K ﹤0.01% 1098
2023
Q3 		$256K Buy
6,489
+459
+8% +$18.1K ﹤0.01% 1137
2023
Q2 		$239K Buy
+6,030
New +$225K ﹤0.01% 957

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

Beacon Pointe Advisors's HSBC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its HSBC (HSBC) stake by 222% in Q1 2026, buying an estimated $1.09M and bringing the position to 18,605 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #820.

Beacon Pointe Advisors first reported a position in HSBC in Q2 2023 and has held it in 11 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Beacon Pointe Advisors held 18,605 shares of HSBC worth $1.53M as of Q1 2026.
  • Beacon Pointe Advisors bought 12,830 HSBC shares in Q1 2026, an estimated $1.09M.
  • HSBC made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #820 holding.
  • Beacon Pointe Advisors first reported a position in HSBC in Q2 2023 and has held it in 11 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.