PWM
HSBC icon

Partners Wealth Management’s HSBC HSBC Stock Holding History

Partners 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 		$300K Hold
3,150
– – 0.29% 79
2026
Q1 		$260K Hold
3,150
– – 0.27% 87
2025
Q4 		$248K Sell
3,150
-445
-12% -$31.8K 0.26% 94
2025
Q3 		$255K Buy
+3,595
New +$234K 0.25% 102

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

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

Partners Wealth Management held its HSBC (HSBC) position steady in Q2 2026 at 3,150 shares worth $300K. The position accounts for 0.29% of the portfolio, ranked #79.

Partners Wealth Management first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Partners Wealth Management held 3,150 shares of HSBC worth $300K as of Q2 2026.
  • Partners Wealth Management left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.29% of Partners Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Partners Wealth Management first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.