SAG
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SageView Advisory Group’s HSBC HSBC Stock Holding History

SageView Advisory Group’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 		– Sell
-1,198
Closed -$94.2K – 1395
2025
Q4 		$94.2K Buy
+1,198
New +$85.7K ﹤0.01% 847
2024
Q2 		– Sell
-12,592
Closed -$381K – 610
2024
Q1 		$381K Buy
+12,592
New +$492K 0.02% 370

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

SageView Advisory Group's HSBC Position: Q1 2026 in Review

SageView Advisory Group sold out of HSBC (HSBC) in Q1 2026, closing a stake of 1,198 shares — an estimated $94.2K sold.

SageView Advisory Group first reported a position in HSBC in Q1 2024 and held it in 2 quarters. The position peaked at $381K in Q1 2024. 646 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • SageView Advisory Group reported no remaining HSBC position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,198 HSBC shares in Q1 2026, an estimated $94.2K.
  • SageView Advisory Group first reported a position in HSBC in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's HSBC position peaked at $381K in Q1 2024.
  • 646 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.