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Naviter Wealth’s HSBC HSBC Stock Holding History

Naviter 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
Q1 		$6.37M Buy
75,156
+2,954
+4% +$250K 0.8% 24
2025
Q4 		$5.68M Sell
72,202
-14,503
-17% -$1.04M 0.74% 25
2025
Q3 		$6.15M Buy
86,705
+2,631
+3% +$171K 0.72% 25
2025
Q2 		$5.11M Buy
84,074
+2,560
+3% +$146K 0.63% 30
2025
Q1 		$4.85M Buy
81,514
+436
+0.5% +$23.8K 0.59% 37
2024
Q4 		$4.01M Sell
81,078
-12,255
-13% -$569K 0.48% 46
2024
Q3 		$4.22M Buy
93,333
+2,525
+3% +$109K 0.59% 41
2024
Q2 		$3.95M Buy
90,808
+4,404
+5% +$190K 0.59% 38
2024
Q1 		$3.53M Buy
86,404
+20,856
+32% +$814K 0.58% 38
2023
Q4 		$2.66M Buy
65,548
+13,787
+27% +$534K 0.53% 42
2023
Q3 		$2.04M Buy
51,761
+3,661
+8% +$144K 0.49% 44
2023
Q2 		$1.91M Buy
48,100
+5,320
+12% +$199K 0.48% 44
2023
Q1 		$1.51M Sell
42,780
-239
-0.6% -$8.58K 0.53% 43
2022
Q4 		$1.58M Buy
43,019
+4,612
+12% +$131K 0.43% 49
2022
Q3 		$1M Buy
38,407
+3,167
+9% +$98.4K 0.41% 53
2022
Q2 		$1.15M Buy
+35,240
New +$1.14M 0.47% 40

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

Naviter Wealth's HSBC Position: Q1 2026 in Review

Naviter Wealth increased its HSBC (HSBC) stake by 4.1% in Q1 2026, buying an estimated $250K and bringing the position to 75,156 shares worth $6.37M. The position accounts for 0.8% of the portfolio, ranked #24.

Naviter Wealth first reported a position in HSBC in Q2 2022 and has held it in 16 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Naviter Wealth held 75,156 shares of HSBC worth $6.37M as of Q1 2026.
  • Naviter Wealth bought 2,954 HSBC shares in Q1 2026, an estimated $250K.
  • HSBC made up 0.8% of Naviter Wealth's portfolio in Q1 2026, its #24 holding.
  • Naviter Wealth first reported a position in HSBC in Q2 2022 and has held it in 16 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.