EWM
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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
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

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Empirical Wealth Management reduced its HSBC (HSBC) stake by 2.9% in Q2 2026, selling an estimated $15.1K and leaving 5,465 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #662.

Empirical Wealth Management first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Empirical Wealth Management held 5,465 shares of HSBC worth $520K as of Q2 2026.
  • Empirical Wealth Management sold 166 HSBC shares in Q2 2026, an estimated $15.1K.
  • HSBC made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #662 holding.
  • Empirical Wealth Management first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.