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Sonoma Private Wealth’s HSBC HSBC Stock Holding History

Sonoma Private 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
Q1 		$513K Buy
6,221
+235
+4% +$19.9K 0.63% 43
2025
Q4 		$471K Buy
5,986
+445
+8% +$31.8K 0.57% 42
2025
Q3 		$393K Sell
5,541
-309
-5% -$20.1K 0.47% 50
2025
Q2 		$356K Sell
5,850
-212
-3% -$12.1K 0.44% 55
2025
Q1 		$348K Sell
6,062
-573
-9% -$31.3K 0.48% 53
2024
Q4 		$328K Buy
6,635
+250
+4% +$11.6K 0.53% 59
2024
Q3 		$289K Sell
6,385
-47
-0.7% -$2.04K 0.45% 77
2024
Q2 		$280K Buy
6,432
+136
+2% +$5.85K 0.45% 70
2024
Q1 		$248K Buy
+6,296
New +$246K 0.4% 80

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

Sonoma Private Wealth's HSBC Position: Q1 2026 in Review

Sonoma Private Wealth increased its HSBC (HSBC) stake by 3.9% in Q1 2026, buying an estimated $19.9K and bringing the position to 6,221 shares worth $513K. The position accounts for 0.63% of the portfolio, ranked #43.

Sonoma Private Wealth first reported a position in HSBC in Q1 2024 and has held it in 9 quarters since. 640 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Sonoma Private Wealth held 6,221 shares of HSBC worth $513K as of Q1 2026.
  • Sonoma Private Wealth bought 235 HSBC shares in Q1 2026, an estimated $19.9K.
  • HSBC made up 0.63% of Sonoma Private Wealth's portfolio in Q1 2026, its #43 holding.
  • Sonoma Private Wealth first reported a position in HSBC in Q1 2024 and has held it in 9 quarters since.
  • 640 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.