Integrated Wealth Concepts
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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
Q2 		$1.92M Buy
20,165
+1,479
+8% +$135K 0.01% 860
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 $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 $103B AUM 36.66% 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

Integrated Wealth Concepts's HSBC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its HSBC (HSBC) stake by 7.9% in Q2 2026, buying an estimated $135K and bringing the position to 20,165 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #860.

Integrated Wealth Concepts first reported a position in HSBC in Q2 2019 and has held it in 25 quarters since. The position peaked at $2.64M in Q4 2023. 716 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Integrated Wealth Concepts held 20,165 shares of HSBC worth $1.92M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,479 HSBC shares in Q2 2026, an estimated $135K.
  • HSBC made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #860 holding.
  • Integrated Wealth Concepts first reported a position in HSBC in Q2 2019 and has held it in 25 quarters since.
  • Integrated Wealth Concepts's HSBC position peaked at $2.64M in Q4 2023.
  • 716 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.