FMB Wealth Management’s HSBC HSBC Stock Holding History

FMB Wealth Management’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	–	Sell	-3,010	Closed	-$237K	–	81
2025 Q4	$237K	Hold	3,010	–	–	0.09%	80
2025 Q3	$214K	Buy	+3,010	New	+$196K	0.09%	84

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FMB Wealth Management's HSBC Position: Q1 2026 in Review

FMB Wealth Management sold out of HSBC (HSBC) in Q1 2026, closing a stake of 3,010 shares — an estimated $237K sold.

FMB Wealth Management first reported a position in HSBC in Q3 2025 and held it in 2 quarters. The position peaked at $237K in Q4 2025. 646 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

FMB Wealth Management reported no remaining HSBC position as of Q1 2026 after selling out during the quarter.
FMB Wealth Management sold 3,010 HSBC shares in Q1 2026, an estimated $237K.
FMB Wealth Management first reported a position in HSBC in Q3 2025 and held it in 2 quarters.
FMB Wealth Management's HSBC position peaked at $237K in Q4 2025.
646 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.