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GeoWealth Management’s HSBC HSBC Stock Holding History

GeoWealth 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
Q2 		$272K Buy
2,860
+25
+0.9% +$2.28K 0.01% 690
2026
Q1 		$234K Sell
2,835
-10,753
-79% -$911K 0.01% 683
2025
Q4 		$1.07M Buy
13,588
+4,524
+50% +$324K 0.04% 254
2025
Q3 		$643K Buy
9,064
+6,047
+200% +$393K 0.02% 388
2025
Q2 		$183K Buy
3,017
+877
+41% +$49.9K 0.01% 683
2025
Q1 		$123K Sell
2,140
-1,139
-35% -$62.3K ﹤0.01% 756
2024
Q4 		$162K Buy
3,279
+205
+7% +$9.51K 0.01% 834
2024
Q3 		$139K Buy
+3,074
New +$133K ﹤0.01% 817

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

GeoWealth Management's HSBC Position: Q2 2026 in Review

GeoWealth Management increased its HSBC (HSBC) stake by 0.88% in Q2 2026, buying an estimated $2.28K and bringing the position to 2,860 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #690.

GeoWealth Management first reported a position in HSBC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2025. 712 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • GeoWealth Management held 2,860 shares of HSBC worth $272K as of Q2 2026.
  • GeoWealth Management bought 25 HSBC shares in Q2 2026, an estimated $2.28K.
  • HSBC made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #690 holding.
  • GeoWealth Management first reported a position in HSBC in Q3 2024 and has held it in 8 quarters since.
  • GeoWealth Management's HSBC position peaked at $1.07M in Q4 2025.
  • 712 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.