Empirical Wealth Management
HSBC icon

Empirical Wealth Management’s HSBC HSBC Stock Holding History

Empirical 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
Q3 		$615K Buy
6,190
+725
+13% +$74.2K 0.01% 682
2026
Q2 		$520K Sell
5,465
-166
-3% -$15.1K 0.01% 662
2026
Q1 		$465K Buy
5,631
+1,718
+44% +$145K 0.01% 594
2025
Q4 		$308K Buy
+3,913
New +$280K 0.01% 692

Other funds holding HSBC

Fisher Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Empirical Wealth Management's HSBC Position: Q3 2026 in Review

Empirical Wealth Management increased its HSBC (HSBC) stake by 13% in Q3 2026, buying an estimated $74.2K and bringing the position to 6,190 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #682.

Empirical Wealth Management first reported a position in HSBC in Q4 2025 and has held it in 4 quarters since. 477 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Empirical Wealth Management held 6,190 shares of HSBC worth $615K as of Q3 2026.
  • Empirical Wealth Management bought 725 HSBC shares in Q3 2026, an estimated $74.2K.
  • HSBC made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #682 holding.
  • Empirical Wealth Management first reported a position in HSBC in Q4 2025 and has held it in 4 quarters since.
  • 477 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.