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Marks Group Wealth Management’s HSBC HSBC Stock Holding History

Marks Group 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
2026
Q1 		$1.56M Buy
18,951
+212
+1% +$18K 0.15% 156
2025
Q4 		$1.47M Buy
18,739
+10,001
+114% +$715K 0.14% 153
2025
Q3 		$620K Buy
+8,738
New +$568K 0.06% 209

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

Marks Group Wealth Management's HSBC Position: Q1 2026 in Review

Marks Group Wealth Management increased its HSBC (HSBC) stake by 1.1% in Q1 2026, buying an estimated $18K and bringing the position to 18,951 shares worth $1.56M. The position accounts for 0.15% of the portfolio, ranked #156.

Marks Group Wealth Management first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Marks Group Wealth Management held 18,951 shares of HSBC worth $1.56M as of Q1 2026.
  • Marks Group Wealth Management bought 212 HSBC shares in Q1 2026, an estimated $18K.
  • HSBC made up 0.15% of Marks Group Wealth Management's portfolio in Q1 2026, its #156 holding.
  • Marks Group Wealth Management first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.