MASECO Private Wealth’s HSBC HSBC Stock Holding History

MASECO Private Wealth’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	$31.3K	Buy	329 +55	+20%	+$5.02K	﹤0.01%	189
2026 Q1	$22.6K	Buy	+274	New	+$23.2K	﹤0.01%	186

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MASECO Private Wealth's HSBC Position: Q2 2026 in Review

MASECO Private Wealth increased its HSBC (HSBC) stake by 20% in Q2 2026, buying an estimated $5.02K and bringing the position to 329 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

MASECO Private Wealth first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

MASECO Private Wealth held 329 shares of HSBC worth $31.3K as of Q2 2026.
MASECO Private Wealth bought 55 HSBC shares in Q2 2026, an estimated $5.02K.
HSBC made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #189 holding.
MASECO Private Wealth first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.