IWC
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Integrated Wealth Concepts’s HSBC HSBC Stock Holding History

Integrated Wealth Concepts’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 		$1.54M Buy
18,686
+2,039
+12% +$173K 0.01% 882
2025
Q4 		$1.31M Sell
16,647
-1,224
-7% -$87.5K 0.02% 669
2025
Q3 		$1.27M Buy
17,871
+482
+3% +$31.3K 0.01% 860
2025
Q2 		$1.06M Buy
17,389
+5,458
+46% +$311K 0.01% 895
2025
Q1 		$685K Sell
11,931
-2,642
-18% -$144K 0.01% 1006
2024
Q4 		$721K Buy
14,573
+388
+3% +$18K 0.01% 965
2024
Q3 		$641K Buy
14,185
+265
+2% +$11.5K 0.01% 983
2024
Q2 		$606K Sell
13,920
-315
-2% -$13.6K 0.01% 973
2024
Q1 		$560K Sell
14,235
-50,895
-78% -$1.99M 0.01% 1005
2023
Q4 		$2.64M Buy
65,130
+3,887
+6% +$150K 0.04% 382
2023
Q3 		$2.42M Sell
61,243
-16
-0% -$630 0.04% 385
2023
Q2 		$2.43M Sell
61,259
-146
-0.2% -$5.45K 0.04% 392
2023
Q1 		$2.1M Sell
61,405
-3,409
-5% -$122K 0.04% 389
2022
Q4 		$2.02M Sell
64,814
-702
-1% -$19.9K 0.05% 315
2022
Q3 		$1.71M Buy
65,516
+2,576
+4% +$80.1K 0.05% 319
2022
Q2 		$2.06M Buy
62,940
+2,366
+4% +$76.7K 0.06% 274
2022
Q1 		$2.07M Buy
60,574
+3,740
+7% +$129K 0.06% 256
2021
Q4 		$1.71M Buy
+56,834
New +$1.66M 0.05% 289
2020
Q4 		– Sell
-29,546
Closed -$579K – 636
2020
Q3 		$579K Buy
29,546
+1,928
+7% +$42.3K 0.04% 312
2020
Q2 		$644K Buy
27,618
+5,685
+26% +$141K 0.05% 241
2020
Q1 		$614K Buy
21,933
+3,900
+22% +$135K 0.06% 198
2019
Q4 		$705K Buy
18,033
+7,412
+70% +$281K 0.06% 211
2019
Q3 		$406K Buy
10,621
+3,854
+57% +$149K 0.05% 243
2019
Q2 		$285K Buy
+6,767
New +$283K 0.04% 287

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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

Integrated Wealth Concepts's HSBC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its HSBC (HSBC) stake by 12% in Q1 2026, buying an estimated $173K and bringing the position to 18,686 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #882.

Integrated Wealth Concepts first reported a position in HSBC in Q2 2019 and has held it in 24 quarters since. The position peaked at $2.64M in Q4 2023. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Integrated Wealth Concepts held 18,686 shares of HSBC worth $1.54M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,039 HSBC shares in Q1 2026, an estimated $173K.
  • HSBC made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #882 holding.
  • Integrated Wealth Concepts first reported a position in HSBC in Q2 2019 and has held it in 24 quarters since.
  • Integrated Wealth Concepts's HSBC position peaked at $2.64M in Q4 2023.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.