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NewEdge Wealth’s HSBC HSBC Stock Holding History

NewEdge 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
Q2 		$9.71M Buy
102,153
+34,455
+51% +$3.14M 0.1% 148
2026
Q1 		$5.58M Buy
67,698
+3,834
+6% +$325K 0.07% 200
2025
Q4 		$5.02M Buy
63,864
+9,009
+16% +$644K 0.06% 231
2025
Q3 		$3.89M Buy
54,855
+29,288
+115% +$1.9M 0.06% 250
2025
Q2 		$1.61M Buy
+25,567
New +$1.46M 0.03% 423

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

NewEdge Wealth's HSBC Position: Q2 2026 in Review

NewEdge Wealth increased its HSBC (HSBC) stake by 51% in Q2 2026, buying an estimated $3.14M and bringing the position to 102,153 shares worth $9.71M. The position accounts for 0.1% of the portfolio, ranked #148.

NewEdge Wealth first reported a position in HSBC in Q2 2025 and has held it in 5 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • NewEdge Wealth held 102,153 shares of HSBC worth $9.71M as of Q2 2026.
  • NewEdge Wealth bought 34,455 HSBC shares in Q2 2026, an estimated $3.14M.
  • HSBC made up 0.1% of NewEdge Wealth's portfolio in Q2 2026, its #148 holding.
  • NewEdge Wealth first reported a position in HSBC in Q2 2025 and has held it in 5 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.