Focus Partners Wealth
HSBC icon

Focus Partners Wealth’s HSBC HSBC Stock Holding History

Focus Partners 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 		$2.87M Buy
33,961
+7,649
+29% +$648K ﹤0.01% 1154
2025
Q4 		$2.07M Buy
26,312
+9,015
+52% +$645K ﹤0.01% 1312
2025
Q3 		$1.23M Buy
17,297
+5,342
+45% +$347K ﹤0.01% 1204
2025
Q2 		$727K Buy
11,955
+6,355
+113% +$362K ﹤0.01% 1276
2025
Q1 		$322K Buy
5,600
+110
+2% +$6.01K ﹤0.01% 1537
2024
Q4 		$272K Buy
+5,490
New +$255K ﹤0.01% 1595

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

Focus Partners Wealth's HSBC Position: Q1 2026 in Review

Focus Partners Wealth increased its HSBC (HSBC) stake by 29% in Q1 2026, buying an estimated $648K and bringing the position to 33,961 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Focus Partners Wealth first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Focus Partners Wealth held 33,961 shares of HSBC worth $2.87M as of Q1 2026.
  • Focus Partners Wealth bought 7,649 HSBC shares in Q1 2026, an estimated $648K.
  • HSBC made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1154 holding.
  • Focus Partners Wealth first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

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