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Cornerstone Wealth Management’s HSBC HSBC Stock Holding History

Cornerstone 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
Q2 		$367K Sell
3,863
-167
-4% -$15.2K 0.02% 554
2026
Q1 		$332K Buy
4,030
+94
+2% +$7.96K 0.02% 546
2025
Q4 		$310K Sell
3,936
-142
-3% -$10.2K 0.02% 535
2025
Q3 		$289K Sell
4,078
-24
-0.6% -$1.56K 0.02% 540
2025
Q2 		$249K Sell
4,102
-500
-11% -$28.5K 0.02% 562
2025
Q1 		$264K Sell
4,602
-304
-6% -$16.6K 0.02% 506
2024
Q4 		$243K Buy
4,906
+15
+0.3% +$696 0.02% 513
2024
Q3 		$221K Sell
4,891
-272
-5% -$11.8K 0.02% 527
2024
Q2 		$225K Buy
5,163
+64
+1% +$2.75K 0.02% 499
2024
Q1 		$201K Sell
5,099
-70
-1% -$2.73K 0.02% 514
2023
Q4 		$210K Sell
5,169
-303
-6% -$11.7K 0.02% 493
2023
Q3 		$216K Sell
5,472
-156
-3% -$6.15K 0.02% 495
2023
Q2 		$223K Buy
+5,628
New +$210K 0.02% 464
2020
Q1 		– Sell
-5,344
Closed -$209K – 359
2019
Q4 		$209K Sell
5,344
-254
-5% -$9.63K 0.03% 326
2019
Q3 		$214K Buy
5,598
+7
+0.1% +$271 0.04% 320
2019
Q2 		$235K Sell
5,591
-8
-0.1% -$335 0.04% 317
2019
Q1 		$620K Sell
5,599
-525
-9% -$21.2K 0.08% 251
2018
Q4 		$242K Buy
+6,124
New +$245K 0.05% 294
2018
Q1 		$282K Sell
6,320
-59
-0.9% -$2.81K 0.05% 300
2017
Q4 		$301K Sell
6,379
-181
-3% -$8.18K 0.06% 306
2017
Q3 		$299K Buy
6,560
+417
+7% +$18.4K 0.06% 285
2017
Q2 		$269K Buy
+6,143
New +$238K 0.06% 302

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

Cornerstone Wealth Management's HSBC Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its HSBC (HSBC) stake by 4.1% in Q2 2026, selling an estimated $15.2K and leaving 3,863 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #554.

Cornerstone Wealth Management first reported a position in HSBC in Q2 2017 and has held it in 22 quarters since. The position peaked at $620K in Q1 2019. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Cornerstone Wealth Management held 3,863 shares of HSBC worth $367K as of Q2 2026.
  • Cornerstone Wealth Management sold 167 HSBC shares in Q2 2026, an estimated $15.2K.
  • HSBC made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #554 holding.
  • Cornerstone Wealth Management first reported a position in HSBC in Q2 2017 and has held it in 22 quarters since.
  • Cornerstone Wealth Management's HSBC position peaked at $620K in Q1 2019.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.