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Corient IA’s HSBC HSBC Stock Holding History

Corient IA’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 		$492K Hold
5,960
– – 0.46% 55
2025
Q4 		$469K Sell
5,960
-4,040
-40% -$289K 0.44% 77
2025
Q3 		$710K Hold
10,000
– – 0.53% 50
2025
Q2 		$608K Hold
10,000
– – 0.36% 89
2025
Q1 		$574K Buy
+10,000
New +$547K 0.41% 80

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

Corient IA's HSBC Position: Q1 2026 in Review

Corient IA held its HSBC (HSBC) position steady in Q1 2026 at 5,960 shares worth $492K. The position accounts for 0.46% of the portfolio, ranked #55.

Corient IA first reported a position in HSBC in Q1 2025 and has held it in 5 quarters since. The position peaked at $710K in Q3 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Corient IA held 5,960 shares of HSBC worth $492K as of Q1 2026.
  • Corient IA left its HSBC share count unchanged in Q1 2026.
  • HSBC made up 0.46% of Corient IA's portfolio in Q1 2026, its #55 holding.
  • Corient IA first reported a position in HSBC in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's HSBC position peaked at $710K in Q3 2025.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.