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Ellevest Inc’s HSBC HSBC Stock Holding History

Ellevest Inc’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 		$1.47M Sell
17,861
-358
-2% -$30.3K 0.2% 71
2025
Q4 		$1.43M Buy
18,219
+131
+0.7% +$9.37K 0.2% 69
2025
Q3 		$1.28M Buy
18,088
+938
+5% +$61K 0.18% 79
2025
Q2 		$1.04M Sell
17,150
-342
-2% -$19.5K 0.17% 94
2025
Q1 		$1M Buy
17,492
+150
+0.9% +$8.2K 0.07% 101
2024
Q4 		$858K Buy
17,342
+2,288
+15% +$106K 0.05% 119
2024
Q3 		$680K Sell
15,054
-2,772
-16% -$120K 0.04% 160
2024
Q2 		$775K Buy
17,826
+2,572
+17% +$111K 0.05% 131
2024
Q1 		$600K Buy
+15,254
New +$595K 0.04% 164
2023
Q2 		– Sell
-1,632
Closed -$55.7K – 921
2023
Q1 		$55.7K Sell
1,632
-569
-26% -$20.4K ﹤0.01% 579
2022
Q4 		$68.6K Sell
2,201
-1,392
-39% -$39.5K 0.01% 531
2022
Q3 		$94K Sell
3,593
-3,989
-53% -$124K 0.01% 429
2022
Q2 		$248K Sell
7,582
-10,132
-57% -$329K 0.02% 239
2022
Q1 		$606K Buy
17,714
+2,490
+16% +$85.9K 0.05% 88
2021
Q4 		$459K Buy
15,224
+4,261
+39% +$124K 0.04% 122
2021
Q3 		$287K Sell
10,963
-276
-2% -$7.51K 0.03% 199
2021
Q2 		$324K Buy
11,239
+3,877
+53% +$118K 0.03% 147
2021
Q1 		$215K Buy
7,362
+1,229
+20% +$35.1K 0.03% 206
2020
Q4 		$159K Buy
6,133
+1,397
+29% +$33.2K 0.02% 208
2020
Q3 		$93K Buy
4,736
+1,819
+62% +$39.9K 0.02% 276
2020
Q2 		$68K Buy
2,917
+479
+20% +$11.9K 0.01% 312
2020
Q1 		$68K Buy
2,438
+1,036
+74% +$36K 0.02% 184
2019
Q4 		$55K Buy
+1,402
New +$53.2K 0.02% 170
2019
Q3 		– Sell
-161
Closed -$7K – 548
2019
Q2 		$7K Buy
+161
New +$6.74K ﹤0.01% 271

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

Ellevest Inc's HSBC Position: Q1 2026 in Review

Ellevest Inc reduced its HSBC (HSBC) stake by 2% in Q1 2026, selling an estimated $30.3K and leaving 17,861 shares worth $1.47M. The position accounts for 0.2% of the portfolio, ranked #71.

Ellevest Inc first reported a position in HSBC in Q2 2019 and has held it in 24 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Ellevest Inc held 17,861 shares of HSBC worth $1.47M as of Q1 2026.
  • Ellevest Inc sold 358 HSBC shares in Q1 2026, an estimated $30.3K.
  • HSBC made up 0.2% of Ellevest Inc's portfolio in Q1 2026, its #71 holding.
  • Ellevest Inc first reported a position in HSBC in Q2 2019 and has held it in 24 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.