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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
Q2 		$463K Sell
4,869
-32
-0.7% -$2.92K 0.06% 163
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 $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Werba Rubin Papier Wealth Management's HSBC Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its HSBC (HSBC) stake by 0.65% in Q2 2026, selling an estimated $2.92K and leaving 4,869 shares worth $463K. The position accounts for 0.06% of the portfolio, ranked #163.

Werba Rubin Papier Wealth Management first reported a position in HSBC in Q3 2023 and has held it in 11 quarters since. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 4,869 shares of HSBC worth $463K as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 32 HSBC shares in Q2 2026, an estimated $2.92K.
  • HSBC made up 0.06% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Werba Rubin Papier Wealth Management first reported a position in HSBC in Q3 2023 and has held it in 11 quarters since.
  • 707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.