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Legacy Wealth Management (Idaho)’s HSBC HSBC Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-111
Closed -$9.16K – 521
2026
Q1 		$9.16K Hold
111
– – ﹤0.01% 508
2025
Q4 		$8.73K Hold
111
– – ﹤0.01% 450
2025
Q3 		$7.88K Sell
111
-33
-23% -$2.15K ﹤0.01% 375
2025
Q2 		$8.75K Hold
144
– – ﹤0.01% 334
2025
Q1 		$8.27K Hold
144
– – 0.01% 365
2024
Q4 		$7.65K Buy
144
+100
+227% +$4.64K ﹤0.01% 331
2024
Q3 		$1.98K Buy
+44
New +$1.91K ﹤0.01% 482

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 Management (Idaho)'s HSBC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of HSBC (HSBC) in Q2 2026, closing a stake of 111 shares — an estimated $9.16K sold.

Legacy Wealth Management (Idaho) first reported a position in HSBC in Q3 2024 and held it in 7 quarters. The position peaked at $9.16K in Q1 2026. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 111 HSBC shares in Q2 2026, an estimated $9.16K.
  • Legacy Wealth Management (Idaho) first reported a position in HSBC in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s HSBC position peaked at $9.16K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.