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EP Wealth Advisors’s HSBC HSBC Stock Holding History

EP Wealth Advisors’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 		$557K Sell
6,753
-1,072
-14% -$90.8K ﹤0.01% 858
2025
Q4 		$616K Buy
+7,825
New +$560K ﹤0.01% 782
2025
Q2 		$302K Buy
+4,962
New +$282K ﹤0.01% 1015

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

EP Wealth Advisors's HSBC Position: Q1 2026 in Review

EP Wealth Advisors reduced its HSBC (HSBC) stake by 14% in Q1 2026, selling an estimated $90.8K and leaving 6,753 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

EP Wealth Advisors first reported a position in HSBC in Q2 2025 and has held it in 3 quarters since. The position peaked at $616K in Q4 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • EP Wealth Advisors held 6,753 shares of HSBC worth $557K as of Q1 2026.
  • EP Wealth Advisors sold 1,072 HSBC shares in Q1 2026, an estimated $90.8K.
  • HSBC made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #858 holding.
  • EP Wealth Advisors first reported a position in HSBC in Q2 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's HSBC position peaked at $616K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

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