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TD Private Client Wealth’s HSBC HSBC Stock Holding History

TD Private Client 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
Q1 		$162K Sell
1,964
-1,118
-36% -$94.7K ﹤0.01% 690
2025
Q4 		$242K Buy
3,082
+1,641
+114% +$117K 0.01% 623
2025
Q3 		$102K Buy
1,441
+977
+211% +$63.5K ﹤0.01% 746
2025
Q2 		$28.2K Buy
464
+234
+102% +$13.3K ﹤0.01% 938
2025
Q1 		$13.2K Buy
230
+44
+24% +$2.41K ﹤0.01% 986
2024
Q4 		$9.2K Hold
186
– – ﹤0.01% 1056
2024
Q3 		$8.4K Sell
186
-2,337
-93% -$101K ﹤0.01% 1071
2024
Q2 		$110K Buy
2,523
+2,412
+2,173% +$104K ﹤0.01% 675
2024
Q1 		$4.37K Sell
111
-1,168
-91% -$45.6K ﹤0.01% 1097
2023
Q4 		$51.9K Sell
1,279
-85
-6% -$3.29K ﹤0.01% 809
2023
Q3 		$53.8K Sell
1,364
-160
-10% -$6.3K ﹤0.01% 757
2023
Q2 		$60.4K Buy
1,524
+64
+4% +$2.39K ﹤0.01% 743
2023
Q1 		$49.8K Sell
1,460
-111
-7% -$3.98K ﹤0.01% 766
2022
Q4 		$49K Buy
1,571
+1,455
+1,254% +$41.3K ﹤0.01% 751
2022
Q3 		$3.02K Buy
116
+11
+10% +$342 ﹤0.01% 1088
2022
Q2 		$3.43K Sell
105
-884
-89% -$28.7K ﹤0.01% 1095
2022
Q1 		$33.8K Buy
989
+884
+842% +$30.5K ﹤0.01% 850
2021
Q4 		$3.17K Hold
105
– – ﹤0.01% 983
2021
Q3 		$2.75K Sell
105
-16
-13% -$436 ﹤0.01% 1010
2021
Q2 		$3.49K Buy
121
+16
+15% +$489 ﹤0.01% 988
2021
Q1 		$3.06K Sell
105
-10
-9% -$286 ﹤0.01% 967
2020
Q4 		$2.98K Buy
115
+102
+785% +$2.42K ﹤0.01% 926
2020
Q3 		$255 Sell
13
-77
-86% -$1.69K ﹤0.01% 1083
2020
Q2 		$2.1K Sell
90
-14,701
-99% -$365K ﹤0.01% 909
2020
Q1 		$414K Sell
14,791
-392
-3% -$13.6K 0.03% 351
2019
Q4 		$594K Buy
+15,183
New +$576K 0.04% 330

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

TD Private Client Wealth's HSBC Position: Q1 2026 in Review

TD Private Client Wealth reduced its HSBC (HSBC) stake by 36% in Q1 2026, selling an estimated $94.7K and leaving 1,964 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

TD Private Client Wealth first reported a position in HSBC in Q4 2019 and has held it in 26 quarters since. The position peaked at $594K in Q4 2019. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • TD Private Client Wealth held 1,964 shares of HSBC worth $162K as of Q1 2026.
  • TD Private Client Wealth sold 1,118 HSBC shares in Q1 2026, an estimated $94.7K.
  • HSBC made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #690 holding.
  • TD Private Client Wealth first reported a position in HSBC in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's HSBC position peaked at $594K in Q4 2019.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.