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 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 $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

Brio Consultants's HSBC Position: Q1 2026 in Review

Brio Consultants reduced its HSBC (HSBC) stake by 4.4% in Q1 2026, selling an estimated $9.48K and leaving 2,435 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #146.

Brio Consultants first reported a position in HSBC in Q4 2025 and has held it in 2 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Brio Consultants held 2,435 shares of HSBC worth $213K as of Q1 2026.
Brio Consultants sold 112 HSBC shares in Q1 2026, an estimated $9.48K.
HSBC made up 0.03% of Brio Consultants's portfolio in Q1 2026, its #146 holding.
Brio Consultants first reported a position in HSBC in Q4 2025 and has held it in 2 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.