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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Perigon Wealth Management reduced its HSBC (HSBC) stake by 17% in Q2 2026, selling an estimated $160K and leaving 8,494 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #676.

Perigon Wealth Management first reported a position in HSBC in Q2 2016 and has held it in 13 quarters since. The position peaked at $845K in Q1 2026. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Perigon Wealth Management held 8,494 shares of HSBC worth $808K as of Q2 2026.
Perigon Wealth Management sold 1,755 HSBC shares in Q2 2026, an estimated $160K.
HSBC made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #676 holding.
Perigon Wealth Management first reported a position in HSBC in Q2 2016 and has held it in 13 quarters since.
Perigon Wealth Management's HSBC position peaked at $845K in Q1 2026.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.