MWM
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Modern Wealth Management’s HSBC HSBC Stock Holding History

Modern 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 		$469K Buy
5,489
+1,236
+29% +$105K 0.01% 591
2025
Q4 		$335K Buy
4,253
+1,072
+34% +$76.7K 0.01% 654
2025
Q3 		$226K Buy
+3,181
New +$207K ﹤0.01% 736

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

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

Modern Wealth Management increased its HSBC (HSBC) stake by 29% in Q1 2026, buying an estimated $105K and bringing the position to 5,489 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #591.

Modern 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.

  • Modern Wealth Management held 5,489 shares of HSBC worth $469K as of Q1 2026.
  • Modern Wealth Management bought 1,236 HSBC shares in Q1 2026, an estimated $105K.
  • HSBC made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #591 holding.
  • Modern 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 Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.