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Strategic Wealth Partners’s HSBC HSBC Stock Holding History

Strategic Wealth Partners’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 		$19.3K Buy
203
+43
+27% +$3.92K ﹤0.01% 760
2026
Q1 		$13.2K Hold
160
– – ﹤0.01% 815
2025
Q4 		$12.6K Buy
+160
New +$11.4K ﹤0.01% 825
2019
Q3 		– Sell
-465
Closed -$19K – 746
2019
Q2 		$19K Buy
465
+336
+260% +$14.1K 0.01% 364
2019
Q1 		$5K Buy
+129
New +$5.2K ﹤0.01% 629
2018
Q2 		– Sell
-206
Closed -$9K – 785
2018
Q1 		$9K Buy
+206
New +$9.8K ﹤0.01% 571

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

Strategic Wealth Partners's HSBC Position: Q2 2026 in Review

Strategic Wealth Partners increased its HSBC (HSBC) stake by 27% in Q2 2026, buying an estimated $3.92K and bringing the position to 203 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Strategic Wealth Partners first reported a position in HSBC in Q1 2018 and has held it in 6 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Strategic Wealth Partners held 203 shares of HSBC worth $19.3K as of Q2 2026.
  • Strategic Wealth Partners bought 43 HSBC shares in Q2 2026, an estimated $3.92K.
  • HSBC made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #760 holding.
  • Strategic Wealth Partners first reported a position in HSBC in Q1 2018 and has held it in 6 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.