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Congress Wealth Management’s HSBC HSBC Stock Holding History

Congress 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
2025
Q2 		$555K Buy
+9,132
New +$520K 0.01% 888

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return

Congress Wealth Management's HSBC Position: Q2 2025 in Review

Congress Wealth Management opened a new position in HSBC (HSBC) in Q2 2025: 9,132 shares worth $555K. The stake represents 0.01% of the portfolio and ranks #888 among its holdings.

513 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

  • Congress Wealth Management held 9,132 shares of HSBC worth $555K as of Q2 2025.
  • HSBC was a new Congress Wealth Management position in Q2 2025.
  • HSBC made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #888 holding.
  • 513 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.