SWM
HSBC icon

Spire Wealth Management’s HSBC HSBC Stock Holding History

Spire Wealth Management’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 		$81.3K Hold
855
– – ﹤0.01% 1036
2026
Q1 		$70.5K Sell
855
-12
-1% -$1.02K ﹤0.01% 1078
2025
Q4 		$68.2K Buy
867
+37
+4% +$2.65K ﹤0.01% 1091
2025
Q3 		$58.9K Buy
830
+10
+1% +$650 ﹤0.01% 1178
2025
Q2 		$49.8K Sell
820
-500
-38% -$28.5K ﹤0.01% 1192
2025
Q1 		$75.8K Buy
1,320
+492
+59% +$26.9K ﹤0.01% 1145
2024
Q4 		$41K Sell
828
-492
-37% -$22.8K ﹤0.01% 1352
2024
Q3 		$59.7K Buy
1,320
+500
+61% +$21.7K ﹤0.01% 1077
2024
Q2 		$35.7K Sell
820
-450
-35% -$19.4K ﹤0.01% 1236
2024
Q1 		$50K Buy
1,270
+367
+41% +$14.3K ﹤0.01% 1215
2023
Q4 		$34.3K Sell
903
-595
-40% -$23K ﹤0.01% 1325
2023
Q3 		$59.1K Sell
1,498
-350
-19% -$13.8K ﹤0.01% 1113
2023
Q2 		$73.2K Sell
1,848
-600
-25% -$22.4K ﹤0.01% 1067
2023
Q1 		$83.5K Sell
2,448
-237
-9% -$8.51K ﹤0.01% 1021
2022
Q4 		$84K Buy
2,685
+1,515
+129% +$43K ﹤0.01% 803
2022
Q3 		$31K Hold
1,170
– – ﹤0.01% 1135
2022
Q2 		$38K Buy
1,170
+500
+75% +$16.2K ﹤0.01% 1409
2022
Q1 		$23K Sell
670
-1,115
-62% -$38.4K ﹤0.01% 1753
2021
Q4 		$54K Buy
1,785
+955
+115% +$27.9K ﹤0.01% 1684
2021
Q3 		$22K Buy
830
+160
+24% +$4.36K ﹤0.01% 1816
2021
Q2 		$19K Sell
670
-1,210
-64% -$36.9K ﹤0.01% 1886
2021
Q1 		$55K Buy
+1,880
New +$53.8K ﹤0.01% 1680

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

Spire Wealth Management's HSBC Position: Q2 2026 in Review

Spire Wealth Management held its HSBC (HSBC) position steady in Q2 2026 at 855 shares worth $81.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Spire Wealth Management first reported a position in HSBC in Q1 2021 and has held it in 22 quarters since. The position peaked at $84K in Q4 2022. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Spire Wealth Management held 855 shares of HSBC worth $81.3K as of Q2 2026.
  • Spire Wealth Management left its HSBC share count unchanged in Q2 2026.
  • HSBC made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1036 holding.
  • Spire Wealth Management first reported a position in HSBC in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's HSBC position peaked at $84K in Q4 2022.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.