Laird Norton Wetherby Wealth Management’s HSBC HSBC Stock Holding History

Laird Norton Wetherby 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
2025 Q3	$4.26M	Buy	60,083 +599	+1%	+$38.9K	0.17%	101
2025 Q2	$3.62M	Buy	+59,484	New	+$3.39M	0.16%	117
2024 Q4	$3.03M	Buy	61,172 +87	+0.1%	+$4.04K	0.15%	128
2024 Q3	$2.76M	Sell	61,085 -343	-0.6%	-$14.9K	0.13%	161
2024 Q2	$2.67M	Buy	61,428 +1,064	+2%	+$45.8K	0.13%	160
2024 Q1	$2.38M	Sell	60,364 -1,138	-2%	-$44.4K	0.11%	183
2023 Q4	$2.49M	Buy	61,502 +2,669	+5%	+$103K	0.13%	158
2023 Q3	$2.32M	Sell	58,833 -4,216	-7%	-$166K	0.13%	148
2023 Q2	$2.5M	Buy	63,049 +10,922	+21%	+$408K	0.13%	144
2023 Q1	$1.78M	Buy	52,127 +1,409	+3%	+$50.6K	0.1%	215
2022 Q4	$1.58M	Buy	50,718 +1,176	+2%	+$33.4K	0.1%	222
2022 Q3	$1.29M	Sell	49,542 -10,278	-17%	-$319K	0.09%	234
2022 Q2	$1.95M	Buy	59,820 +9,047	+18%	+$293K	0.13%	154
2022 Q1	$1.74M	Buy	50,773 +2,173	+4%	+$74.9K	0.1%	193
2021 Q4	$1.47M	Buy	48,600 +6,473	+15%	+$189K	0.08%	226
2021 Q3	$1.1M	Sell	42,127 -1,810	-4%	-$49.3K	0.07%	271
2021 Q2	$1.27M	Buy	43,937 +3,407	+8%	+$104K	0.08%	243
2021 Q1	$1.18M	Buy	40,530 +898	+2%	+$25.7K	0.09%	225
2020 Q4	$1.03M	Buy	39,632 +6,803	+21%	+$162K	0.07%	264
2020 Q3	$643K	Buy	32,829 +1,947	+6%	+$42.7K	0.06%	320
2020 Q2	$720K	Sell	30,882 -13,528	-30%	-$336K	0.07%	278
2020 Q1	$1.24M	Sell	44,410 -8,648	-16%	-$300K	0.14%	146
2019 Q4	$2.07M	Buy	53,058 +4,575	+9%	+$174K	0.2%	110
2019 Q3	$1.85M	Sell	48,483 -18,678	-28%	-$724K	0.19%	120
2019 Q2	$2.8M	Buy	67,161 +1,398	+2%	+$58.6K	0.31%	74
2019 Q1	$2.64M	Sell	65,763 -1,467	-2%	-$59.1K	0.33%	65
2018 Q4	$2.66M	Buy	67,230 +9,647	+17%	+$386K	0.38%	58
2018 Q3	$2.41M	Sell	57,583 -1,490	-3%	-$64.6K	0.3%	72
2018 Q2	$2.62M	Buy	59,073 +1,367	+2%	+$62.7K	0.36%	60
2018 Q1	$2.57M	Sell	57,706 -1,733	-3%	-$82.5K	0.35%	60
2017 Q4	$2.8M	Buy	59,439 +59	+0.1%	+$2.67K	0.39%	55
2017 Q3	$2.68M	Buy	59,380 +857	+1%	+$37.9K	0.4%	52
2017 Q2	$2.48M	Buy	58,523 +5,900	+11%	+$229K	0.42%	45
2017 Q1	$1.94M	Buy	52,623 +4,659	+10%	+$175K	0.35%	59
2016 Q4	$1.74M	Buy	47,964 +4,035	+9%	+$143K	0.34%	58
2016 Q3	$1.49M	Buy	43,929 +13,444	+44%	+$422K	0.3%	63
2016 Q2	$851K	Buy	30,485 +7,902	+35%	+$223K	0.19%	120
2016 Q1	$626K	Sell	22,583 -17,259	-43%	-$510K	0.15%	162
2015 Q4	$1.4M	Buy	39,842 +11,555	+41%	+$408K	0.34%	62
2015 Q3	$955K	Sell	28,287 -5,428	-16%	-$203K	0.24%	88
2015 Q2	$1.35M	Buy	33,715 +10,334	+44%	+$430K	0.32%	64
2015 Q1	$878K	Buy	23,381 +1,113	+5%	+$43.4K	0.21%	100
2014 Q4	$906K	Sell	22,268 -8,923	-29%	-$381K	0.23%	90
2014 Q3	$1.37M	Buy	31,191 +2,733	+10%	+$124K	0.38%	51
2014 Q2	$1.25M	Buy	28,458 +329	+1%	+$14.7K	0.35%	60
2014 Q1	$1.23M	Sell	28,129 -1,576	-5%	-$71.5K	0.35%	59
2013 Q4	$1.41M	Sell	29,705 -1,317	-4%	-$62.4K	0.4%	47
2013 Q3	$1.45M	Buy	31,022 +2,741	+10%	+$130K	0.45%	42
2013 Q2	$1.26M	Buy	+28,281	New	+$1.32M	0.44%	44

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's HSBC Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its HSBC (HSBC) stake by 1% in Q3 2025, buying an estimated $38.9K and bringing the position to 60,083 shares worth $4.26M. The position accounts for 0.17% of the portfolio, ranked #101.

Laird Norton Wetherby Wealth Management first reported a position in HSBC in Q2 2013 and has held it in 49 quarters since. 554 funds tracked by Wall St. Rank hold HSBC as of Q3 2025.

Laird Norton Wetherby Wealth Management held 60,083 shares of HSBC worth $4.26M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 599 HSBC shares in Q3 2025, an estimated $38.9K.
HSBC made up 0.17% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #101 holding.
Laird Norton Wetherby Wealth Management first reported a position in HSBC in Q2 2013 and has held it in 49 quarters since.
554 funds tracked by Wall St. Rank held HSBC as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.