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Legacy Wealth Partners (Colorado)’s HSBC HSBC Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$244K Hold
2,565
– – 0.05% 175
2026
Q1 		$212K Hold
2,565
– – 0.05% 170
2025
Q4 		$202K Buy
+2,565
New +$183K 0.05% 173

Other funds holding HSBC

Fisher Asset Management
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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 Partners (Colorado)'s HSBC Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) held its HSBC (HSBC) position steady in Q2 2026 at 2,565 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #175.

Legacy Wealth Partners (Colorado) first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 2,565 shares of HSBC worth $244K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.05% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #175 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
  • 707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.