EWA
HSBC icon

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
Q2 		$772K Buy
8,124
+1,371
+20% +$125K ﹤0.01% 843
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 $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EP Wealth Advisors's HSBC Position: Q2 2026 in Review

EP Wealth Advisors increased its HSBC (HSBC) stake by 20% in Q2 2026, buying an estimated $125K and bringing the position to 8,124 shares worth $772K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

EP Wealth Advisors first reported a position in HSBC in Q2 2025 and has held it in 4 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • EP Wealth Advisors held 8,124 shares of HSBC worth $772K as of Q2 2026.
  • EP Wealth Advisors bought 1,371 HSBC shares in Q2 2026, an estimated $125K.
  • HSBC made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #843 holding.
  • EP Wealth Advisors first reported a position in HSBC in Q2 2025 and has held it in 4 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.