IMA Advisory Services’s HSBC HSBC Stock Holding History

IMA Advisory Services’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	$9.91K	Sell	117 -6	-5%	-$508	﹤0.01%	331
2025 Q4	$9.68K	Buy	+123	New	+$8.8K	﹤0.01%	342
2019 Q1	–	Sell	-23	Closed	-$1K	–	299
2018 Q4	$1K	Hold	23	–	–	﹤0.01%	311
2018 Q3	$1K	Sell	23 -105	-82%	-$4.55K	﹤0.01%	320
2018 Q2	$6K	Buy	+128	New	+$5.87K	﹤0.01%	293

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

IMA Advisory Services's HSBC Position: Q1 2026 in Review

IMA Advisory Services reduced its HSBC (HSBC) stake by 4.9% in Q1 2026, selling an estimated $508 and leaving 117 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

IMA Advisory Services first reported a position in HSBC in Q2 2018 and has held it in 5 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

IMA Advisory Services held 117 shares of HSBC worth $9.91K as of Q1 2026.
IMA Advisory Services sold 6 HSBC shares in Q1 2026, an estimated $508.
HSBC made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #331 holding.
IMA Advisory Services first reported a position in HSBC in Q2 2018 and has held it in 5 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.