HighMark Wealth Management’s HSBC HSBC Stock Holding History

HighMark 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	$743K	Hold	9,008	–	–	0.3%	40
2025 Q4	$709K	Hold	9,008	–	–	0.29%	45
2025 Q3	$639K	Hold	9,008	–	–	0.28%	44
2025 Q2	$548K	Hold	9,008	–	–	0.27%	49
2025 Q1	$517K	Hold	9,008	–	–	0.31%	33
2024 Q4	$446K	Hold	9,008	–	–	0.26%	34
2024 Q3	$407K	Sell	9,008 -69	-0.8%	-$2.99K	0.22%	44
2024 Q2	$395K	Buy	9,077 +2	+0%	+$86	0.24%	44
2024 Q1	$357K	Hold	9,075	–	–	0.22%	45
2023 Q4	$368K	Buy	9,075 +67	+0.7%	+$2.59K	0.27%	41
2023 Q3	$355K	Hold	9,008	–	–	0.29%	33
2023 Q2	$357K	Hold	9,008	–	–	0.27%	40
2023 Q1	$307K	Hold	9,008	–	–	0.24%	42
2022 Q4	$281K	Hold	9,008	–	–	0.21%	42
2022 Q3	$235K	Hold	9,008	–	–	0.2%	39
2022 Q2	$294K	Hold	9,008	–	–	0.24%	36
2022 Q1	$308K	Hold	9,008	–	–	0.21%	37
2021 Q4	$272K	Hold	9,008	–	–	0.17%	43
2021 Q3	$236K	Hold	9,008	–	–	0.17%	43
2021 Q2	$260K	Hold	9,008	–	–	0.19%	41
2021 Q1	$262K	Hold	9,008	–	–	0.21%	39
2020 Q4	$233K	Hold	9,008	–	–	0.2%	38
2020 Q3	$176K	Hold	9,008	–	–	0.16%	45
2020 Q2	$210K	Hold	9,008	–	–	0.23%	39
2020 Q1	$252K	Hold	9,008	–	–	0.3%	27
2019 Q4	$352K	Buy	+9,008	New	+$342K	0.38%	22

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

HighMark Wealth Management held its HSBC (HSBC) position steady in Q1 2026 at 9,008 shares worth $743K. The position accounts for 0.3% of the portfolio, ranked #40.

HighMark Wealth Management first reported a position in HSBC in Q4 2019 and has held it in 26 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

HighMark Wealth Management held 9,008 shares of HSBC worth $743K as of Q1 2026.
HighMark Wealth Management left its HSBC share count unchanged in Q1 2026.
HSBC made up 0.3% of HighMark Wealth Management's portfolio in Q1 2026, its #40 holding.
HighMark Wealth Management first reported a position in HSBC in Q4 2019 and has held it in 26 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.