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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
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 $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

Strategic Wealth Partners's HSBC Position: Q1 2026 in Review

Strategic Wealth Partners held its HSBC (HSBC) position steady in Q1 2026 at 160 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Strategic Wealth Partners first reported a position in HSBC in Q1 2018 and has held it in 5 quarters since. The position peaked at $19K in Q2 2019. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Strategic Wealth Partners held 160 shares of HSBC worth $13.2K as of Q1 2026.
  • Strategic Wealth Partners left its HSBC share count unchanged in Q1 2026.
  • HSBC made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #815 holding.
  • Strategic Wealth Partners first reported a position in HSBC in Q1 2018 and has held it in 5 quarters since.
  • Strategic Wealth Partners's HSBC position peaked at $19K in Q2 2019.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.