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Dynasty Wealth Management’s HSBC HSBC Stock Holding History

Dynasty 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 		$1.8M Sell
21,825
-1,429
-6% -$121K 0.02% 136
2025
Q4 		$1.83M Buy
23,254
+1,229
+6% +$87.9K 0.02% 140
2025
Q3 		$1.56M Buy
+22,025
New +$1.43M 0.02% 134

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

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

Dynasty Wealth Management reduced its HSBC (HSBC) stake by 6.1% in Q1 2026, selling an estimated $121K and leaving 21,825 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #136.

Dynasty Wealth Management first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q4 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Dynasty Wealth Management held 21,825 shares of HSBC worth $1.8M as of Q1 2026.
  • Dynasty Wealth Management sold 1,429 HSBC shares in Q1 2026, an estimated $121K.
  • HSBC made up 0.02% of Dynasty Wealth Management's portfolio in Q1 2026, its #136 holding.
  • Dynasty Wealth Management first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's HSBC position peaked at $1.83M in Q4 2025.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.