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Modera Wealth Management’s HSBC HSBC Stock Holding History

Modera 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
Q2 		$242K Buy
+2,547
New +$232K ﹤0.01% 593
2018
Q1 		– Sell
-4,378
Closed -$207K – 134
2017
Q4 		$207K Buy
+4,378
New +$198K 0.04% 126

Other funds holding HSBC

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

Modera Wealth Management's HSBC Position: Q2 2026 in Review

Modera Wealth Management opened a new position in HSBC (HSBC) in Q2 2026: 2,547 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: Modera Wealth Management previously reported a position in HSBC as recently as Q4 2017.

Modera Wealth Management first reported a position in HSBC in Q4 2017 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Modera Wealth Management held 2,547 shares of HSBC worth $242K as of Q2 2026.
  • HSBC was a new Modera Wealth Management position in Q2 2026.
  • HSBC made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #593 holding.
  • Modera Wealth Management first reported a position in HSBC in Q4 2017 and has held it in 2 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.