Brio Consultants’s HSBC HSBC Stock Holding History

Brio Consultants’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	$269K	Buy	2,828 +393	+16%	+$35.9K	0.03%	130
2026 Q1	$213K	Sell	2,435 -112	-4%	-$9.48K	0.03%	146
2025 Q4	$200K	Buy	+2,547	New	+$182K	0.03%	144

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Brio Consultants's HSBC Position: Q2 2026 in Review

Brio Consultants increased its HSBC (HSBC) stake by 16% in Q2 2026, buying an estimated $35.9K and bringing the position to 2,828 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #130.

Brio Consultants first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Brio Consultants held 2,828 shares of HSBC worth $269K as of Q2 2026.
Brio Consultants bought 393 HSBC shares in Q2 2026, an estimated $35.9K.
HSBC made up 0.03% of Brio Consultants's portfolio in Q2 2026, its #130 holding.
Brio Consultants first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.