Corient Private Wealth
HSBC icon

Corient Private Wealth’s HSBC HSBC Stock Holding History

Corient Private Wealth’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 		$4.29M Sell
52,749
-48,003
-48% -$4.07M 0.01% 908
2025
Q4 		$7.92M Buy
100,752
+46,648
+86% +$3.34M 0.01% 861
2025
Q3 		$3.84M Buy
54,104
+15,310
+39% +$995K 0.01% 804
2025
Q2 		$2.36M Buy
38,794
+1,300
+3% +$74K ﹤0.01% 966
2025
Q1 		$2.15M Sell
37,494
-10,706
-22% -$585K ﹤0.01% 950
2024
Q4 		$2.38M Sell
48,200
-648
-1% -$30.1K ﹤0.01% 928
2024
Q3 		$2.21M Buy
48,848
+1,282
+3% +$55.6K ﹤0.01% 1053
2024
Q2 		$2.07M Buy
47,566
+172
+0.4% +$7.4K ﹤0.01% 1004
2024
Q1 		$1.87M Sell
47,394
-1,382
-3% -$53.9K ﹤0.01% 1050
2023
Q4 		$1.98M Sell
48,776
-2,050
-4% -$79.4K ﹤0.01% 1005
2023
Q3 		$2M Sell
50,826
-355
-0.7% -$14K ﹤0.01% 918
2023
Q2 		$2.02M Buy
51,181
+303
+0.6% +$11.3K ﹤0.01% 897
2023
Q1 		$1.74M Buy
50,878
+19,644
+63% +$705K ﹤0.01% 891
2022
Q4 		$973K Buy
+31,234
New +$886K ﹤0.01% 923

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 $761B 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 $5.7T 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