MWM
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Mission Wealth Management’s HSBC HSBC Stock Holding History

Mission 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 		$730K Sell
8,852
-220
-2% -$18.6K 0.02% 392
2025
Q4 		$714K Sell
9,072
-379
-4% -$27.1K 0.01% 404
2025
Q3 		$671K Buy
9,451
+289
+3% +$18.8K 0.01% 411
2025
Q2 		$557K Buy
9,162
+298
+3% +$17K 0.01% 448
2025
Q1 		$509K Sell
8,864
-298
-3% -$16.3K 0.01% 441
2024
Q4 		$453K Buy
9,162
+1,067
+13% +$49.5K 0.01% 445
2024
Q3 		$366K Buy
8,095
+147
+2% +$6.37K 0.01% 503
2024
Q2 		$346K Buy
7,948
+1,637
+26% +$70.4K 0.01% 504
2024
Q1 		$248K Buy
6,311
+1,115
+21% +$43.5K 0.01% 590
2023
Q4 		$211K Buy
+5,196
New +$201K 0.01% 537
2023
Q1 		– Sell
-7,629
Closed -$238K – 549
2022
Q4 		$238K Buy
+7,629
New +$217K 0.01% 456

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

Mission Wealth Management's HSBC Position: Q1 2026 in Review

Mission Wealth Management reduced its HSBC (HSBC) stake by 2.4% in Q1 2026, selling an estimated $18.6K and leaving 8,852 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #392.

Mission Wealth Management first reported a position in HSBC in Q4 2022 and has held it in 11 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Mission Wealth Management held 8,852 shares of HSBC worth $730K as of Q1 2026.
  • Mission Wealth Management sold 220 HSBC shares in Q1 2026, an estimated $18.6K.
  • HSBC made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #392 holding.
  • Mission Wealth Management first reported a position in HSBC in Q4 2022 and has held it in 11 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.