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Exencial Wealth Advisors’s HSBC HSBC Stock Holding History

Exencial 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 		$2.64M Buy
31,948
+3,042
+11% +$258K 0.08% 200
2025
Q4 		$2.27M Buy
28,906
+1,523
+6% +$109K 0.07% 209
2025
Q3 		$1.94M Buy
27,383
+2,178
+9% +$142K 0.06% 223
2025
Q2 		$1.53M Buy
25,205
+8,506
+51% +$484K 0.05% 241
2025
Q1 		$959K Buy
+16,699
New +$913K 0.04% 285

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

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

Exencial Wealth Advisors increased its HSBC (HSBC) stake by 11% in Q1 2026, buying an estimated $258K and bringing the position to 31,948 shares worth $2.64M. The position accounts for 0.08% of the portfolio, ranked #200.

Exencial Wealth Advisors first reported a position in HSBC in Q1 2025 and has held it in 5 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Exencial Wealth Advisors held 31,948 shares of HSBC worth $2.64M as of Q1 2026.
  • Exencial Wealth Advisors bought 3,042 HSBC shares in Q1 2026, an estimated $258K.
  • HSBC made up 0.08% of Exencial Wealth Advisors's portfolio in Q1 2026, its #200 holding.
  • Exencial Wealth Advisors first reported a position in HSBC in Q1 2025 and has held it in 5 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.