IFWM
HSBC icon

Institute for Wealth Management’s HSBC HSBC Stock Holding History

Institute for 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
Q2 		$7.61K Buy
+80
New +$7.3K ﹤0.01% 1378

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Institute for Wealth Management's HSBC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in HSBC (HSBC) in Q2 2026: 80 shares worth $7.61K. The stake represents ﹤0.01% of the portfolio and ranks #1378 among its holdings.

452 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Institute for Wealth Management held 80 shares of HSBC worth $7.61K as of Q2 2026.
  • HSBC was a new Institute for Wealth Management position in Q2 2026.
  • HSBC made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1378 holding.
  • 452 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.