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BSW Wealth Partners’s HSBC HSBC Stock Holding History

BSW Wealth Partners’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 		$534K Sell
5,614
-79
-1% -$7.21K 0.06% 174
2026
Q1 		$470K Sell
5,693
-1,098
-16% -$93K 0.06% 186
2025
Q4 		$534K Sell
6,791
-197
-3% -$14.1K 0.06% 174
2025
Q3 		$496K Sell
6,988
-4,896
-41% -$318K 0.06% 176
2025
Q2 		$722K Sell
11,884
-257
-2% -$14.6K 0.1% 115
2025
Q1 		$697K Sell
12,141
-130
-1% -$7.11K 0.11% 118
2024
Q4 		$607K Sell
12,271
-657
-5% -$30.5K 0.09% 134
2024
Q3 		$584K Buy
12,928
+545
+4% +$23.6K 0.09% 133
2024
Q2 		$539K Buy
12,383
+545
+5% +$23.5K 0.09% 126
2024
Q1 		$466K Buy
11,838
+5,093
+76% +$199K 0.08% 146
2023
Q4 		$273K Buy
+6,745
New +$261K 0.05% 217
2022
Q3 		– Sell
-8,374
Closed -$274K – 281
2022
Q2 		$274K Buy
8,374
+80
+1% +$2.6K 0.07% 204
2022
Q1 		$284K Buy
+8,294
New +$286K 0.07% 211

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

BSW Wealth Partners's HSBC Position: Q2 2026 in Review

BSW Wealth Partners reduced its HSBC (HSBC) stake by 1.4% in Q2 2026, selling an estimated $7.21K and leaving 5,614 shares worth $534K. The position accounts for 0.06% of the portfolio, ranked #174.

BSW Wealth Partners first reported a position in HSBC in Q1 2022 and has held it in 13 quarters since. The position peaked at $722K in Q2 2025. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • BSW Wealth Partners held 5,614 shares of HSBC worth $534K as of Q2 2026.
  • BSW Wealth Partners sold 79 HSBC shares in Q2 2026, an estimated $7.21K.
  • HSBC made up 0.06% of BSW Wealth Partners's portfolio in Q2 2026, its #174 holding.
  • BSW Wealth Partners first reported a position in HSBC in Q1 2022 and has held it in 13 quarters since.
  • BSW Wealth Partners's HSBC position peaked at $722K in Q2 2025.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.