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Kestra Private Wealth Services’s HSBC HSBC Stock Holding History

Kestra Private Wealth 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 		$248K Buy
3,005
+144
+5% +$12.2K ﹤0.01% 1543
2025
Q4 		$225K Sell
2,861
-348
-11% -$24.9K ﹤0.01% 1553
2025
Q3 		$228K Buy
+3,209
New +$209K ﹤0.01% 1503
2025
Q2 		– Sell
-3,989
Closed -$229K – 1639
2025
Q1 		$229K Buy
+3,989
New +$218K ﹤0.01% 1321
2024
Q1 		– Sell
-5,092
Closed -$206K – 1336
2023
Q4 		$206K Buy
+5,092
New +$197K 0.01% 1096

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

Kestra Private Wealth Services's HSBC Position: Q1 2026 in Review

Kestra Private Wealth Services increased its HSBC (HSBC) stake by 5% in Q1 2026, buying an estimated $12.2K and bringing the position to 3,005 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Kestra Private Wealth Services first reported a position in HSBC in Q4 2023 and has held it in 5 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Kestra Private Wealth Services held 3,005 shares of HSBC worth $248K as of Q1 2026.
  • Kestra Private Wealth Services bought 144 HSBC shares in Q1 2026, an estimated $12.2K.
  • HSBC made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1543 holding.
  • Kestra Private Wealth Services first reported a position in HSBC in Q4 2023 and has held it in 5 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.