HWM
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HB Wealth Management’s HSBC HSBC Stock Holding History

HB 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 		$1.16M Buy
14,099
+1,742
+14% +$148K 0.01% 608
2025
Q4 		$972K Buy
12,357
+1,168
+10% +$83.5K 0.01% 635
2025
Q3 		$794K Buy
11,189
+2,963
+36% +$193K 0.01% 679
2025
Q2 		$500K Buy
8,226
+2,154
+35% +$123K ﹤0.01% 744
2025
Q1 		$349K Buy
+6,072
New +$332K ﹤0.01% 905

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

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

HB Wealth Management increased its HSBC (HSBC) stake by 14% in Q1 2026, buying an estimated $148K and bringing the position to 14,099 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #608.

HB Wealth Management first reported a position in HSBC in Q1 2025 and has held it in 5 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • HB Wealth Management held 14,099 shares of HSBC worth $1.16M as of Q1 2026.
  • HB Wealth Management bought 1,742 HSBC shares in Q1 2026, an estimated $148K.
  • HSBC made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #608 holding.
  • HB Wealth Management first reported a position in HSBC in Q1 2025 and has held it in 5 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.