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Wealthspire Advisors (New York)’s HSBC HSBC Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-6,302
Closed -$496K – 1009
2025
Q4 		$496K Buy
6,302
+5,646
+861% +$404K ﹤0.01% 607
2025
Q3 		$46.6K Buy
+656
New +$42.7K ﹤0.01% 1278
2019
Q1 		– Sell
-2,236
Closed -$89K – 378
2018
Q4 		$89K Buy
+2,236
New +$89.5K 0.01% 120

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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

Wealthspire Advisors (New York)'s HSBC Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of HSBC (HSBC) in Q1 2026, closing a stake of 6,302 shares — an estimated $496K sold.

Wealthspire Advisors (New York) first reported a position in HSBC in Q4 2018 and held it in 3 quarters. The position peaked at $496K in Q4 2025. 640 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining HSBC position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 6,302 HSBC shares in Q1 2026, an estimated $496K.
  • Wealthspire Advisors (New York) first reported a position in HSBC in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s HSBC position peaked at $496K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.