IWM
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Inlight Wealth Management’s HSBC HSBC Stock Holding History

Inlight 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 		– Sell
-400
Closed -$31.5K – 119
2025
Q4 		$31.5K Hold
400
– – 0.01% 114
2025
Q3 		$28.4K Hold
400
– – 0.01% 126
2025
Q2 		$24.3K Hold
400
– – 0.01% 127
2025
Q1 		$23K Buy
+400
New +$21.9K 0.01% 135

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

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

Inlight Wealth Management sold out of HSBC (HSBC) in Q1 2026, closing a stake of 400 shares — an estimated $31.5K sold.

Inlight Wealth Management first reported a position in HSBC in Q1 2025 and held it in 4 quarters. The position peaked at $31.5K in Q4 2025. 646 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Inlight Wealth Management reported no remaining HSBC position as of Q1 2026 after selling out during the quarter.
  • Inlight Wealth Management sold 400 HSBC shares in Q1 2026, an estimated $31.5K.
  • Inlight Wealth Management first reported a position in HSBC in Q1 2025 and held it in 4 quarters.
  • Inlight Wealth Management's HSBC position peaked at $31.5K in Q4 2025.
  • 646 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.