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Flatrock Wealth Partners’s HSBC HSBC Stock Holding History

Flatrock Wealth Partners’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 		$430K Buy
4,524
+91
+2% +$8.3K 0.17% 83
2026
Q1 		$375K Buy
4,433
+512
+13% +$43.4K 0.17% 84
2025
Q4 		$308K Buy
+3,921
New +$280K 0.15% 100

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

Flatrock Wealth Partners's HSBC Position: Q2 2026 in Review

Flatrock Wealth Partners increased its HSBC (HSBC) stake by 2.1% in Q2 2026, buying an estimated $8.3K and bringing the position to 4,524 shares worth $430K. The position accounts for 0.17% of the portfolio, ranked #83.

Flatrock Wealth Partners first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 703 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Flatrock Wealth Partners held 4,524 shares of HSBC worth $430K as of Q2 2026.
  • Flatrock Wealth Partners bought 91 HSBC shares in Q2 2026, an estimated $8.3K.
  • HSBC made up 0.17% of Flatrock Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • Flatrock Wealth Partners first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
  • 703 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.