Steward Partners Investment Advisory’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.34M | Buy |
16,222
+3,055
| +23% | +$259K | 0.01% | 1015 |
|
|
2025
Q4 | $1.04M | Buy |
13,167
+1,516
| +13% | +$108K | 0.01% | 1049 |
|
|
2025
Q3 | $827K | Buy |
11,651
+1,386
| +14% | +$90.1K | ﹤0.01% | 1133 |
|
|
2025
Q2 | $624K | Buy |
10,265
+653
| +7% | +$37.2K | ﹤0.01% | 1192 |
|
|
2025
Q1 | $552K | Buy |
9,612
+4,075
| +74% | +$223K | ﹤0.01% | 1174 |
|
|
2024
Q4 | $274K | Buy |
5,537
+321
| +6% | +$14.9K | ﹤0.01% | 1456 |
|
|
2024
Q3 | $236K | Sell |
5,216
-200
| -4% | -$8.67K | ﹤0.01% | 1447 |
|
|
2024
Q2 | $236K | Buy |
5,416
+346
| +7% | +$14.9K | ﹤0.01% | 1367 |
|
|
2024
Q1 | $200K | Buy |
5,070
+310
| +7% | +$12.1K | ﹤0.01% | 1440 |
|
|
2023
Q4 | $193K | Buy |
4,760
+241
| +5% | +$9.33K | ﹤0.01% | 1394 |
|
|
2023
Q3 | $178K | Buy |
4,519
+676
| +18% | +$26.6K | ﹤0.01% | 1342 |
|
|
2023
Q2 | $152K | Hold |
3,843
| – | – | ﹤0.01% | 1391 |
|
|
2023
Q1 | $131K | Hold |
3,843
| – | – | ﹤0.01% | 1474 |
|
|
2022
Q4 | $120K | Hold |
3,843
| – | – | ﹤0.01% | 1475 |
|
|
2022
Q3 | $100K | Buy |
3,843
+37
| +1% | +$1.15K | ﹤0.01% | 1494 |
|
|
2022
Q2 | $124K | Buy |
3,806
+1,000
| +36% | +$32.4K | ﹤0.01% | 1409 |
|
|
2022
Q1 | $96K | Buy |
2,806
+928
| +49% | +$32K | ﹤0.01% | 1630 |
|
|
2021
Q4 | $57K | Sell |
1,878
-674
| -26% | -$19.7K | ﹤0.01% | 1843 |
|
|
2021
Q3 | $67K | Hold |
2,552
| – | – | ﹤0.01% | 1732 |
|
|
2021
Q2 | $74K | Hold |
2,552
| – | – | ﹤0.01% | 2668 |
|
|
2021
Q1 | $74.4K | Buy |
2,552
+365
| +17% | +$10.4K | ﹤0.01% | 1779 |
|
|
2020
Q4 | $57K | Sell |
2,187
-200
| -8% | -$4.75K | ﹤0.01% | 1607 |
|
|
2020
Q3 | $47K | Sell |
2,387
-50
| -2% | -$1.1K | ﹤0.01% | 1524 |
|
|
2020
Q2 | $57K | Sell |
2,437
-2,692
| -52% | -$66.8K | ﹤0.01% | 1357 |
|
|
2020
Q1 | $143K | Sell |
5,129
-819
| -14% | -$28.4K | 0.01% | 886 |
|
|
2019
Q4 | $232K | Sell |
5,948
-174
| -3% | -$6.6K | 0.01% | 838 |
|
|
2019
Q3 | $234K | Sell |
6,122
-74
| -1% | -$2.87K | 0.01% | 793 |
|
|
2019
Q2 | $258K | Sell |
6,196
-756
| -11% | -$31.7K | 0.01% | 738 |
|
|
2019
Q1 | $278K | Sell |
6,952
-745
| -10% | -$30K | 0.01% | 661 |
|
|
2018
Q4 | $305K | Sell |
7,697
-1,110
| -13% | -$44.4K | 0.01% | 598 |
|
|
2018
Q3 | $369K | Sell |
8,807
-1,617
| -16% | -$70.1K | 0.02% | 575 |
|
|
2018
Q2 | $463K | Buy |
10,424
+5,252
| +102% | +$241K | 0.03% | 476 |
|
|
2018
Q1 | $229K | Buy |
5,172
+1,833
| +55% | +$87.2K | 0.02% | 588 |
|
|
2017
Q4 | $157K | Buy |
3,339
+352
| +12% | +$15.9K | 0.01% | 563 |
|
|
2017
Q3 | $134K | Sell |
2,987
-29
| -1% | -$1.28K | 0.01% | 499 |
|
|
2017
Q2 | $127K | Buy |
3,016
+380
| +14% | +$14.8K | 0.01% | 463 |
|
|
2017
Q1 | $97K | Buy |
2,636
+2,470
| +1,488% | +$92.8K | 0.01% | 435 |
|
|
2016
Q4 | $6K | Buy |
+166
| New | +$5.88K | ﹤0.01% | 635 |
|
Other funds holding HSBC
Steward Partners Investment Advisory's HSBC Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its HSBC (HSBC) stake by 23% in Q1 2026, buying an estimated $259K and bringing the position to 16,222 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #1015.
Steward Partners Investment Advisory first reported a position in HSBC in Q4 2016 and has held it in 38 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.
- Steward Partners Investment Advisory held 16,222 shares of HSBC worth $1.34M as of Q1 2026.
- Steward Partners Investment Advisory bought 3,055 HSBC shares in Q1 2026, an estimated $259K.
- HSBC made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1015 holding.
- Steward Partners Investment Advisory first reported a position in HSBC in Q4 2016 and has held it in 38 quarters since.
- 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.