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Insigneo Advisory Services’s HSBC HSBC Stock Holding History

Insigneo 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 		$247K Buy
2,992
+89
+3% +$7.54K 0.02% 571
2025
Q4 		$228K Buy
+2,903
New +$208K 0.02% 608

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Insigneo Advisory Services increased its HSBC (HSBC) stake by 3.1% in Q1 2026, buying an estimated $7.54K and bringing the position to 2,992 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #571.

Insigneo Advisory Services first reported a position in HSBC in Q4 2025 and has held it in 2 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Insigneo Advisory Services held 2,992 shares of HSBC worth $247K as of Q1 2026.
  • Insigneo Advisory Services bought 89 HSBC shares in Q1 2026, an estimated $7.54K.
  • HSBC made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #571 holding.
  • Insigneo Advisory Services first reported a position in HSBC in Q4 2025 and has held it in 2 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.