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 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Perigon Wealth Management's HSBC Position: Q1 2026 in Review

Perigon Wealth Management increased its HSBC (HSBC) stake by 1.1% in Q1 2026, buying an estimated $9.15K and bringing the position to 10,249 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #589.

Perigon Wealth Management first reported a position in HSBC in Q2 2016 and has held it in 12 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Perigon Wealth Management held 10,249 shares of HSBC worth $845K as of Q1 2026.
Perigon Wealth Management bought 108 HSBC shares in Q1 2026, an estimated $9.15K.
HSBC made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #589 holding.
Perigon Wealth Management first reported a position in HSBC in Q2 2016 and has held it in 12 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

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