SW
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Simplicity Wealth’s HSBC HSBC Stock Holding History

Simplicity Wealth’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 		$376K Buy
+3,953
New +$361K 0.01% 746
2024
Q3 		– Sell
-6,118
Closed -$266K – 801
2024
Q2 		$266K Buy
6,118
+49
+0.8% +$2.11K 0.01% 994
2024
Q1 		$239K Buy
+6,069
New +$237K 0.01% 1003

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

Simplicity Wealth's HSBC Position: Q2 2026 in Review

Simplicity Wealth opened a new position in HSBC (HSBC) in Q2 2026: 3,953 shares worth $376K. The stake represents 0.01% of the portfolio and ranks #746 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in HSBC as recently as Q2 2024.

Simplicity Wealth first reported a position in HSBC in Q1 2024 and has held it in 3 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Simplicity Wealth held 3,953 shares of HSBC worth $376K as of Q2 2026.
  • HSBC was a new Simplicity Wealth position in Q2 2026.
  • HSBC made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #746 holding.
  • Simplicity Wealth first reported a position in HSBC in Q1 2024 and has held it in 3 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.