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Tower Wealth Partners’s HSBC HSBC Stock Holding History

Tower 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 		$304K Sell
3,687
-2
-0.1% -$169 0.17% 63
2025
Q4 		$290K Buy
3,689
+56
+2% +$4K 0.16% 65
2025
Q3 		$258K Buy
3,633
+134
+4% +$8.71K 0.14% 73
2025
Q2 		$213K Buy
+3,499
New +$199K 0.13% 83

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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

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

Tower Wealth Partners reduced its HSBC (HSBC) stake by 0.05% in Q1 2026, selling an estimated $169 and leaving 3,687 shares worth $304K. The position accounts for 0.17% of the portfolio, ranked #63.

Tower Wealth Partners first reported a position in HSBC in Q2 2025 and has held it in 4 quarters since. 640 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Tower Wealth Partners held 3,687 shares of HSBC worth $304K as of Q1 2026.
  • Tower Wealth Partners sold 2 HSBC shares in Q1 2026, an estimated $169.
  • HSBC made up 0.17% of Tower Wealth Partners's portfolio in Q1 2026, its #63 holding.
  • Tower Wealth Partners first reported a position in HSBC in Q2 2025 and has held it in 4 quarters since.
  • 640 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.