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SVB Wealth’s HSBC HSBC Stock Holding History

SVB 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
Q2 		$270K Buy
2,839
+93
+3% +$8.49K 0.02% 339
2026
Q1 		$227K Buy
2,746
+78
+3% +$6.61K 0.01% 359
2025
Q4 		$210K Buy
+2,668
New +$191K 0.01% 385
2025
Q3 		– Sell
-4,256
Closed -$259K – 413
2025
Q2 		$259K Buy
+4,256
New +$242K 0.01% 383
2025
Q1 		– Sell
-8,913
Closed -$441K – 1612
2024
Q4 		$441K Buy
+8,913
New +$413K 0.01% 448
2024
Q3 		– Sell
-9,826
Closed -$427K – 273
2024
Q2 		$427K Sell
9,826
-2,041
-17% -$87.8K 0.01% 459
2024
Q1 		$467K Sell
11,867
-692
-6% -$27K 0.01% 495
2023
Q4 		$509K Buy
12,559
+611
+5% +$23.7K 0.01% 470
2023
Q3 		$471K Sell
11,948
-1,571
-12% -$61.9K 0.01% 474
2023
Q2 		$536K Buy
13,519
+956
+8% +$35.7K 0.01% 468
2023
Q1 		$429K Buy
12,563
+2,108
+20% +$75.6K 0.01% 585
2022
Q4 		$326K Sell
10,455
-3,590
-26% -$102K ﹤0.01% 715
2022
Q3 		$366K Buy
14,045
+5,530
+65% +$172K 0.01% 609
2022
Q2 		$279K Buy
8,515
+2,120
+33% +$68.8K ﹤0.01% 590
2022
Q1 		$218K Buy
+6,395
New +$221K ﹤0.01% 678
2021
Q2 		– Sell
-6,874
Closed -$201K – 1004
2021
Q1 		$201K Buy
+6,874
New +$197K ﹤0.01% 831
2015
Q2 		– Sell
-5,886
Closed -$221K – 571
2015
Q1 		$221K Sell
5,886
-6,329
-52% -$247K 0.01% 515
2014
Q4 		$497K Buy
+12,215
New +$521K 0.02% 408

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

SVB Wealth's HSBC Position: Q2 2026 in Review

SVB Wealth increased its HSBC (HSBC) stake by 3.4% in Q2 2026, buying an estimated $8.49K and bringing the position to 2,839 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #339.

SVB Wealth first reported a position in HSBC in Q4 2014 and has held it in 18 quarters since. The position peaked at $536K in Q2 2023. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • SVB Wealth held 2,839 shares of HSBC worth $270K as of Q2 2026.
  • SVB Wealth bought 93 HSBC shares in Q2 2026, an estimated $8.49K.
  • HSBC made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #339 holding.
  • SVB Wealth first reported a position in HSBC in Q4 2014 and has held it in 18 quarters since.
  • SVB Wealth's HSBC position peaked at $536K in Q2 2023.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.