EW
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Evoke Wealth’s HSBC HSBC Stock Holding History

Evoke Wealth’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 		– Sell
-3,921
Closed -$332K – 288
2026
Q1 		$332K Buy
3,921
+144
+4% +$12.2K 0.01% 515
2025
Q4 		$297K Buy
3,777
+843
+29% +$60.3K 0.01% 521
2025
Q3 		$208K Buy
+2,934
New +$191K ﹤0.01% 598
2022
Q4 		– Sell
-32
Closed -$1K – 715
2022
Q3 		$1K Buy
32
+7
+28% +$218 ﹤0.01% 1113
2022
Q2 		$1K Hold
25
– – ﹤0.01% 1112
2022
Q1 		$1K Buy
+25
New +$862 ﹤0.01% 1113
2021
Q3 		– Sell
-29
Closed -$1K – 1176
2021
Q2 		$1K Buy
+29
New +$886 ﹤0.01% 1117
2020
Q3 		– Sell
-249
Closed -$6K – 1068
2020
Q2 		$6K Buy
249
+154
+162% +$3.82K ﹤0.01% 631
2020
Q1 		$2.87K Sell
95
-1,593
-94% -$55.3K ﹤0.01% 740
2019
Q4 		$66K Buy
1,688
+82
+5% +$3.11K 0.01% 365
2019
Q3 		$61.5K Buy
+1,606
New +$62.2K 0.01% 431

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

Evoke Wealth's HSBC Position: Q2 2026 in Review

Evoke Wealth sold out of HSBC (HSBC) in Q2 2026, closing a stake of 3,921 shares — an estimated $332K sold.

Evoke Wealth first reported a position in HSBC in Q3 2019 and held it in 11 quarters. The position peaked at $332K in Q1 2026. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Evoke Wealth reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 3,921 HSBC shares in Q2 2026, an estimated $332K.
  • Evoke Wealth first reported a position in HSBC in Q3 2019 and held it in 11 quarters.
  • Evoke Wealth's HSBC position peaked at $332K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.