RMR Wealth Builders’s HSBC HSBC Stock Holding History

RMR Wealth Builders’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	$202K	Buy	+2,124	New	+$194K	0.01%	304
2021 Q2	–	Sell	-83	Closed	-$2K	–	385
2021 Q1	$2K	Hold	83	–	–	﹤0.01%	732
2020 Q4	$2K	Buy	+83	New	+$1.97K	﹤0.01%	492
2020 Q3	–	Sell	-527	Closed	-$12K	–	329
2020 Q2	$12K	Buy	+527	New	+$13.1K	0.01%	339
2019 Q4	$59K	Buy	+1,506	New	+$57.1K	0.06%	212

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

RMR Wealth Builders's HSBC Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in HSBC (HSBC) in Q2 2026: 2,124 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in HSBC as recently as Q1 2021.

RMR Wealth Builders first reported a position in HSBC in Q4 2019 and has held it in 5 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

RMR Wealth Builders held 2,124 shares of HSBC worth $202K as of Q2 2026.
HSBC was a new RMR Wealth Builders position in Q2 2026.
HSBC made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #304 holding.
RMR Wealth Builders first reported a position in HSBC in Q4 2019 and has held it in 5 quarters since.
713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.