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NewEdge Advisors’s HSBC HSBC Stock Holding History

NewEdge Advisors’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 		$2.48M Sell
30,105
-802
-3% -$67.9K 0.01% 990
2025
Q4 		$2.43M Buy
30,907
+4,324
+16% +$309K 0.01% 973
2025
Q3 		$1.89M Buy
26,583
+382
+1% +$24.8K 0.01% 1046
2025
Q2 		$1.59M Buy
26,201
+6,638
+34% +$378K 0.01% 1044
2025
Q1 		$1.12M Sell
19,563
-1,038
-5% -$56.8K 0.01% 1120
2024
Q4 		$1.02M Buy
20,601
+8,249
+67% +$383K 0.01% 1152
2024
Q3 		$558K Buy
12,352
+163
+1% +$7.07K ﹤0.01% 1417
2024
Q2 		$530K Buy
12,189
+8,692
+249% +$374K ﹤0.01% 1383
2024
Q1 		$138K Sell
3,497
-10,945
-76% -$427K ﹤0.01% 1960
2023
Q4 		$559K Buy
14,442
+12,846
+805% +$497K 0.01% 1226
2023
Q3 		$63K Sell
1,596
-93
-6% -$3.67K ﹤0.01% 2018
2023
Q2 		$66.9K Buy
1,689
+1,610
+2,038% +$60.1K ﹤0.01% 1994
2023
Q1 		$2.7K Sell
79
-1,840
-96% -$66K ﹤0.01% 2966
2022
Q4 		$30.7K Buy
+1,919
New +$54.5K ﹤0.01% 1949
2017
Q3 		– Sell
-530
Closed -$23.1K – 693
2017
Q2 		$23.1K Buy
+530
New +$20.6K ﹤0.01% 700

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

NewEdge Advisors's HSBC Position: Q1 2026 in Review

NewEdge Advisors reduced its HSBC (HSBC) stake by 2.6% in Q1 2026, selling an estimated $67.9K and leaving 30,105 shares worth $2.48M. The position accounts for 0.01% of the portfolio, ranked #990.

NewEdge Advisors first reported a position in HSBC in Q2 2017 and has held it in 15 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • NewEdge Advisors held 30,105 shares of HSBC worth $2.48M as of Q1 2026.
  • NewEdge Advisors sold 802 HSBC shares in Q1 2026, an estimated $67.9K.
  • HSBC made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #990 holding.
  • NewEdge Advisors first reported a position in HSBC in Q2 2017 and has held it in 15 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.