Perigon Wealth Management
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Perigon Wealth Management’s HSBC HSBC Stock Holding History

Perigon 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
Q3 		$888K Buy
8,946
+452
+5% +$46.3K 0.01% 649
2026
Q2 		$808K Sell
8,494
-1,755
-17% -$160K 0.01% 676
2026
Q1 		$845K Buy
10,249
+108
+1% +$9.15K 0.02% 589
2025
Q4 		$798K Buy
10,141
+5,659
+126% +$405K 0.01% 612
2025
Q3 		$318K Buy
4,482
+260
+6% +$16.9K 0.01% 925
2025
Q2 		$257K Sell
4,222
-467
-10% -$26.6K 0.01% 902
2025
Q1 		$269K Sell
4,689
-105
-2% -$5.74K 0.01% 853
2024
Q4 		$244K Buy
+4,794
New +$222K 0.01% 891
2024
Q3 		– Sell
-4,768
Closed -$207K – 1010
2024
Q2 		$207K Buy
+4,768
New +$205K 0.01% 805
2021
Q1 		– Sell
-832
Closed -$22K – 732
2020
Q4 		$22K Buy
+832
New +$19.8K ﹤0.01% 1007
2018
Q2 		– Sell
-73
Closed -$3K – 407
2018
Q1 		$3K Sell
73
-1
-1% -$48 ﹤0.01% 578
2017
Q4 		$4K Hold
74
– – ﹤0.01% 548
2017
Q3 		$3K Buy
+74
New +$3.27K ﹤0.01% 586
2016
Q3 		– Sell
-168
Closed -$5K – 620
2016
Q2 		$5K Buy
+168
New +$4.75K ﹤0.01% 397

Other funds holding HSBC

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ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Old Port Advisors
Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Perigon Wealth Management's HSBC Position: Q3 2026 in Review

Perigon Wealth Management increased its HSBC (HSBC) stake by 5.3% in Q3 2026, buying an estimated $46.3K and bringing the position to 8,946 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #649.

Perigon Wealth Management first reported a position in HSBC in Q2 2016 and has held it in 14 quarters since. 179 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Perigon Wealth Management held 8,946 shares of HSBC worth $888K as of Q3 2026.
  • Perigon Wealth Management bought 452 HSBC shares in Q3 2026, an estimated $46.3K.
  • HSBC made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #649 holding.
  • Perigon Wealth Management first reported a position in HSBC in Q2 2016 and has held it in 14 quarters since.
  • 179 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.