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
Q2 		$5.52M Buy
58,102
+5,353
+10% +$488K 0.01% 861
2026
Q1 		$4.29M Buy
52,749
+5,108
+11% +$433K 0.01% 908
2025
Q4 		$3.75M Sell
47,641
-6,463
-12% -$462K 0.01% 873
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 $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

Corient Private Wealth's HSBC Position: Q2 2026 in Review

Corient Private Wealth increased its HSBC (HSBC) stake by 10% in Q2 2026, buying an estimated $488K and bringing the position to 58,102 shares worth $5.52M. The position accounts for 0.01% of the portfolio, ranked #861.

Corient Private Wealth first reported a position in HSBC in Q4 2022 and has held it in 15 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Corient Private Wealth held 58,102 shares of HSBC worth $5.52M as of Q2 2026.
  • Corient Private Wealth bought 5,353 HSBC shares in Q2 2026, an estimated $488K.
  • HSBC made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #861 holding.
  • Corient Private Wealth first reported a position in HSBC in Q4 2022 and has held it in 15 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.