WRPWM
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Werba Rubin Papier Wealth Management’s HSBC HSBC Stock Holding History

Werba Rubin Papier 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 		$404K Sell
4,901
-11
-0.2% -$932 0.06% 159
2025
Q4 		$386K Sell
4,912
-151
-3% -$10.8K 0.1% 130
2025
Q3 		$359K Buy
5,063
+81
+2% +$5.27K 0.06% 149
2025
Q2 		$303K Buy
4,982
+379
+8% +$21.6K 0.06% 156
2025
Q1 		$264K Sell
4,603
-1,730
-27% -$94.6K 0.06% 148
2024
Q4 		$313K Buy
6,333
+693
+12% +$32.1K 0.07% 130
2024
Q3 		$255K Sell
5,640
-40
-0.7% -$1.73K 0.06% 144
2024
Q2 		$247K Buy
+5,680
New +$244K 0.07% 137
2024
Q1 		– Sell
-5,583
Closed -$226K – 156
2023
Q4 		$226K Sell
5,583
-960
-15% -$37.2K 0.08% 103
2023
Q3 		$258K Buy
+6,543
New +$258K 0.09% 96

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 $761B 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 $5.7T 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