GSWM
HSBC icon

Greenup Street Wealth Management’s HSBC HSBC Stock Holding History

Greenup Street 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
-3,243
Closed -$255K – 135
2025
Q4 		$255K Sell
3,243
-477
-13% -$34.1K 0.04% 110
2025
Q3 		$264K Sell
3,720
-28
-0.7% -$1.82K 0.04% 123
2025
Q2 		$228K Buy
+3,748
New +$213K 0.04% 97

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

Greenup Street Wealth Management's HSBC Position: Q1 2026 in Review

Greenup Street Wealth Management sold out of HSBC (HSBC) in Q1 2026, closing a stake of 3,243 shares — an estimated $255K sold.

Greenup Street Wealth Management first reported a position in HSBC in Q2 2025 and held it in 3 quarters. The position peaked at $264K in Q3 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Greenup Street Wealth Management reported no remaining HSBC position as of Q1 2026 after selling out during the quarter.
  • Greenup Street Wealth Management sold 3,243 HSBC shares in Q1 2026, an estimated $255K.
  • Greenup Street Wealth Management first reported a position in HSBC in Q2 2025 and held it in 3 quarters.
  • Greenup Street Wealth Management's HSBC position peaked at $264K in Q3 2025.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Greenup Street Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.