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Legacy Wealth Asset Management’s HSBC HSBC Stock Holding History

Legacy Wealth Asset 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 		$1.06M Sell
11,194
-227
-2% -$20.7K 0.23% 118
2026
Q1 		$942K Sell
11,421
-122
-1% -$10.3K 0.23% 131
2025
Q4 		$908K Sell
11,543
-278
-2% -$19.9K 0.22% 131
2025
Q3 		$839K Sell
11,821
-171
-1% -$11.1K 0.2% 136
2025
Q2 		$729K Sell
11,992
-602
-5% -$34.3K 0.19% 156
2025
Q1 		$723K Sell
12,594
-410
-3% -$22.4K 0.2% 152
2024
Q4 		$643K Sell
13,004
-111
-0.8% -$5.15K 0.18% 181
2024
Q3 		$593K Buy
13,115
+64
+0.5% +$2.77K 0.16% 213
2024
Q2 		$568K Buy
13,051
+230
+2% +$9.9K 0.16% 204
2024
Q1 		$505K Buy
12,821
+191
+2% +$7.46K 0.14% 230
2023
Q4 		$512K Buy
12,630
+145
+1% +$5.61K 0.17% 219
2023
Q3 		$493K Buy
12,485
+168
+1% +$6.62K 0.18% 199
2023
Q2 		$488K Buy
12,317
+60
+0.5% +$2.24K 0.17% 203
2023
Q1 		$418K Sell
12,257
-2,536
-17% -$91K 0.15% 243
2022
Q4 		$461K Sell
14,793
-652
-4% -$18.5K 0.18% 201
2022
Q3 		$403K Buy
+15,445
New +$480K 0.18% 205

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 $99.8B AUM 47.9% 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

Legacy Wealth Asset Management's HSBC Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its HSBC (HSBC) stake by 2% in Q2 2026, selling an estimated $20.7K and leaving 11,194 shares worth $1.06M. The position accounts for 0.23% of the portfolio, ranked #118.

Legacy Wealth Asset Management first reported a position in HSBC in Q3 2022 and has held it in 16 quarters since. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Legacy Wealth Asset Management held 11,194 shares of HSBC worth $1.06M as of Q2 2026.
  • Legacy Wealth Asset Management sold 227 HSBC shares in Q2 2026, an estimated $20.7K.
  • HSBC made up 0.23% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #118 holding.
  • Legacy Wealth Asset Management first reported a position in HSBC in Q3 2022 and has held it in 16 quarters since.
  • 707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.