IWA
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Icon Wealth Advisors’s HSBC HSBC Stock Holding History

Icon Wealth Advisors’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 		$210K Sell
2,211
-1,235
-36% -$113K 0.01% 401
2026
Q1 		$308K Sell
3,446
-9
-0.3% -$762 0.02% 319
2025
Q4 		$272K Buy
3,455
+1,539
+80% +$110K 0.02% 334
2025
Q3 		$136K Buy
+1,916
New +$125K 0.01% 443

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

Icon Wealth Advisors's HSBC Position: Q2 2026 in Review

Icon Wealth Advisors reduced its HSBC (HSBC) stake by 36% in Q2 2026, selling an estimated $113K and leaving 2,211 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #401.

Icon Wealth Advisors first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. The position peaked at $308K in Q1 2026. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Icon Wealth Advisors held 2,211 shares of HSBC worth $210K as of Q2 2026.
  • Icon Wealth Advisors sold 1,235 HSBC shares in Q2 2026, an estimated $113K.
  • HSBC made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #401 holding.
  • Icon Wealth Advisors first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
  • Icon Wealth Advisors's HSBC position peaked at $308K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.