TrueWealth Financial Partners’s HSBC HSBC Stock Holding History

TrueWealth Financial 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	–	Sell	-2,621	Closed	-$216K	–	38
2026 Q1	$216K	Buy	+2,621	New	+$222K	0.09%	61

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TrueWealth Financial Partners's HSBC Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of HSBC (HSBC) in Q2 2026, closing a stake of 2,621 shares — an estimated $216K sold.

TrueWealth Financial Partners first reported a position in HSBC in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 703 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

TrueWealth Financial Partners reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
TrueWealth Financial Partners sold 2,621 HSBC shares in Q2 2026, an estimated $216K.
TrueWealth Financial Partners first reported a position in HSBC in Q1 2026 and held it in 1 quarter.
TrueWealth Financial Partners's HSBC position peaked at $216K in Q1 2026.
703 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.