CWM
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Cordatus Wealth Management’s HSBC HSBC Stock Holding History

Cordatus 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
2026
Q1 		$937K Buy
11,362
+47
+0.4% +$3.98K 0.22% 81
2025
Q4 		$890K Sell
11,315
-553
-5% -$39.5K 0.21% 80
2025
Q3 		$842K Buy
11,868
+25
+0.2% +$1.63K 0.2% 84
2025
Q2 		$720K Sell
11,843
-292
-2% -$16.6K 0.18% 93
2025
Q1 		$697K Buy
12,135
+486
+4% +$26.6K 0.19% 86
2024
Q4 		$576K Buy
11,649
+46
+0.4% +$2.13K 0.15% 94
2024
Q3 		$524K Hold
11,603
– – 0.19% 79
2024
Q2 		$505K Buy
+11,603
New +$499K 0.19% 80
2023
Q3 		– Sell
-12,771
Closed -$506K – 92
2023
Q2 		$506K Buy
+12,771
New +$477K 0.19% 87

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

Cordatus Wealth Management's HSBC Position: Q1 2026 in Review

Cordatus Wealth Management increased its HSBC (HSBC) stake by 0.42% in Q1 2026, buying an estimated $3.98K and bringing the position to 11,362 shares worth $937K. The position accounts for 0.22% of the portfolio, ranked #81.

Cordatus Wealth Management first reported a position in HSBC in Q2 2023 and has held it in 9 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Cordatus Wealth Management held 11,362 shares of HSBC worth $937K as of Q1 2026.
  • Cordatus Wealth Management bought 47 HSBC shares in Q1 2026, an estimated $3.98K.
  • HSBC made up 0.22% of Cordatus Wealth Management's portfolio in Q1 2026, its #81 holding.
  • Cordatus Wealth Management first reported a position in HSBC in Q2 2023 and has held it in 9 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.