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 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 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

Icon Wealth Advisors's HSBC Position: Q1 2026 in Review

Icon Wealth Advisors reduced its HSBC (HSBC) stake by 0.26% in Q1 2026, selling an estimated $762 and leaving 3,446 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #319.

Icon Wealth Advisors first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Icon Wealth Advisors held 3,446 shares of HSBC worth $308K as of Q1 2026.
Icon Wealth Advisors sold 9 HSBC shares in Q1 2026, an estimated $762.
HSBC made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #319 holding.
Icon Wealth Advisors first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.