Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s HSBC HSBC Stock Holding History

Envestnet Portfolio Solutions’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 		$591K Sell
7,163
-5,859
-45% -$496K ﹤0.01% 823
2025
Q4 		$1.02M Buy
13,022
+3,409
+35% +$244K ﹤0.01% 750
2025
Q3 		$682K Buy
9,613
+1,919
+25% +$125K ﹤0.01% 900
2025
Q2 		$468K Sell
7,694
-1,461
-16% -$83.2K ﹤0.01% 1122
2025
Q1 		$526K Sell
9,155
-5,086
-36% -$278K ﹤0.01% 1025
2024
Q4 		$704K Sell
14,241
-1,866
-12% -$86.6K ﹤0.01% 1079
2024
Q3 		$728K Sell
16,107
-2,972
-16% -$129K ﹤0.01% 1025
2024
Q2 		$830K Buy
19,079
+4,337
+29% +$187K ﹤0.01% 924
2024
Q1 		$580K Sell
14,742
-3,519
-19% -$137K ﹤0.01% 1053
2023
Q4 		$740K Buy
18,261
+1,434
+9% +$55.5K ﹤0.01% 892
2023
Q3 		$664K Buy
+16,827
New +$663K ﹤0.01% 872

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

Envestnet Portfolio Solutions's HSBC Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its HSBC (HSBC) stake by 45% in Q1 2026, selling an estimated $496K and leaving 7,163 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Envestnet Portfolio Solutions first reported a position in HSBC in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Envestnet Portfolio Solutions held 7,163 shares of HSBC worth $591K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 5,859 HSBC shares in Q1 2026, an estimated $496K.
  • HSBC made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #823 holding.
  • Envestnet Portfolio Solutions first reported a position in HSBC in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's HSBC position peaked at $1.02M in Q4 2025.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.