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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
Q2 		$1.61M Buy
16,887
+2,788
+20% +$254K 0.01% 543
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 $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

HB Wealth Management's HSBC Position: Q2 2026 in Review

HB Wealth Management increased its HSBC (HSBC) stake by 20% in Q2 2026, buying an estimated $254K and bringing the position to 16,887 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #543.

HB Wealth Management first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • HB Wealth Management held 16,887 shares of HSBC worth $1.61M as of Q2 2026.
  • HB Wealth Management bought 2,788 HSBC shares in Q2 2026, an estimated $254K.
  • HSBC made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #543 holding.
  • HB Wealth Management first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.