LWMI
HSBC icon

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
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 $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

Legacy Wealth Management (Idaho)'s HSBC Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its HSBC (HSBC) position steady in Q1 2026 at 111 shares worth $9.16K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Legacy Wealth Management (Idaho) first reported a position in HSBC in Q3 2024 and has held it in 7 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 111 shares of HSBC worth $9.16K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its HSBC share count unchanged in Q1 2026.
  • HSBC made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #508 holding.
  • Legacy Wealth Management (Idaho) first reported a position in HSBC in Q3 2024 and has held it in 7 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.