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Sagespring Wealth Partners’s HSBC HSBC Stock Holding History

Sagespring Wealth Partners’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 		$1.95M Buy
23,662
+562
+2% +$47.6K 0.04% 204
2025
Q4 		$1.82M Buy
23,100
+1,170
+5% +$83.7K 0.03% 200
2025
Q3 		$1.56M Buy
21,930
+1,980
+10% +$129K 0.03% 222
2025
Q2 		$1.21M Buy
19,950
+3,468
+21% +$197K 0.03% 252
2025
Q1 		$947K Buy
16,482
+3,531
+27% +$193K 0.02% 250
2024
Q4 		$641K Buy
+12,951
New +$601K 0.02% 295

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sagespring Wealth Partners's HSBC Position: Q1 2026 in Review

Sagespring Wealth Partners increased its HSBC (HSBC) stake by 2.4% in Q1 2026, buying an estimated $47.6K and bringing the position to 23,662 shares worth $1.95M. The position accounts for 0.04% of the portfolio, ranked #204.

Sagespring Wealth Partners first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Sagespring Wealth Partners held 23,662 shares of HSBC worth $1.95M as of Q1 2026.
  • Sagespring Wealth Partners bought 562 HSBC shares in Q1 2026, an estimated $47.6K.
  • HSBC made up 0.04% of Sagespring Wealth Partners's portfolio in Q1 2026, its #204 holding.
  • Sagespring Wealth Partners first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.