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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
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 $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

Evoke Wealth's HSBC Position: Q1 2026 in Review

Evoke Wealth increased its HSBC (HSBC) stake by 3.8% in Q1 2026, buying an estimated $12.2K and bringing the position to 3,921 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #515.

Evoke Wealth first reported a position in HSBC in Q3 2019 and has held it in 11 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Evoke Wealth held 3,921 shares of HSBC worth $332K as of Q1 2026.
  • Evoke Wealth bought 144 HSBC shares in Q1 2026, an estimated $12.2K.
  • HSBC made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #515 holding.
  • Evoke Wealth first reported a position in HSBC in Q3 2019 and has held it in 11 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.