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Venturi Wealth Management’s HSBC HSBC Stock Holding History

Venturi Wealth Management’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 		$750K Buy
9,095
+3,729
+69% +$316K 0.03% 252
2025
Q4 		$422K Buy
5,366
+1,890
+54% +$135K 0.02% 387
2025
Q3 		$247K Buy
+3,476
New +$226K 0.01% 488
2025
Q1 		– Sell
-571
Closed -$28.2K – 1149
2024
Q4 		$28.2K Buy
571
+210
+58% +$9.74K ﹤0.01% 1181
2024
Q3 		$16.3K Buy
361
+247
+217% +$10.7K ﹤0.01% 1073
2024
Q2 		$4.96K Buy
+114
New +$4.91K ﹤0.01% 1238

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

Venturi Wealth Management's HSBC Position: Q1 2026 in Review

Venturi Wealth Management increased its HSBC (HSBC) stake by 69% in Q1 2026, buying an estimated $316K and bringing the position to 9,095 shares worth $750K. The position accounts for 0.03% of the portfolio, ranked #252.

Venturi Wealth Management first reported a position in HSBC in Q2 2024 and has held it in 6 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Venturi Wealth Management held 9,095 shares of HSBC worth $750K as of Q1 2026.
  • Venturi Wealth Management bought 3,729 HSBC shares in Q1 2026, an estimated $316K.
  • HSBC made up 0.03% of Venturi Wealth Management's portfolio in Q1 2026, its #252 holding.
  • Venturi Wealth Management first reported a position in HSBC in Q2 2024 and has held it in 6 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.