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Private Wealth Asset Management’s HSBC HSBC Stock Holding History

Private Wealth Asset 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 		$83.1K Hold
874
– – 0.01% 359
2026
Q1 		$72.1K Hold
874
– – 0.01% 376
2025
Q4 		$68.8K Hold
874
– – 0.01% 377
2025
Q3 		$62K Hold
874
– – 0.01% 358
2025
Q2 		$53.1K Hold
874
– – 0.01% 389
2025
Q1 		$50.2K Buy
+874
New +$47.8K 0.01% 387

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

Private Wealth Asset Management's HSBC Position: Q2 2026 in Review

Private Wealth Asset Management held its HSBC (HSBC) position steady in Q2 2026 at 874 shares worth $83.1K. The position accounts for 0.01% of the portfolio, ranked #359.

Private Wealth Asset Management first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Private Wealth Asset Management held 874 shares of HSBC worth $83.1K as of Q2 2026.
  • Private Wealth Asset Management left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #359 holding.
  • Private Wealth Asset Management first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.