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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
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 $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

GeoWealth Management's HSBC Position: Q1 2026 in Review

GeoWealth Management reduced its HSBC (HSBC) stake by 79% in Q1 2026, selling an estimated $911K and leaving 2,835 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #683.

GeoWealth Management first reported a position in HSBC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • GeoWealth Management held 2,835 shares of HSBC worth $234K as of Q1 2026.
  • GeoWealth Management sold 10,753 HSBC shares in Q1 2026, an estimated $911K.
  • HSBC made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #683 holding.
  • GeoWealth Management first reported a position in HSBC in Q3 2024 and has held it in 7 quarters since.
  • GeoWealth Management's HSBC position peaked at $1.07M in Q4 2025.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.