180 Wealth Advisors
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180 Wealth Advisors’s HSBC HSBC Stock Holding History

180 Wealth Advisors’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
Q3 		$398K Sell
4,005
-79
-2% -$8.09K 0.04% 323
2026
Q2 		$388K Sell
4,084
-347
-8% -$31.7K 0.04% 332
2026
Q1 		$366K Sell
4,431
-254
-5% -$21.5K 0.04% 324
2025
Q4 		$369K Sell
4,685
-371
-7% -$26.5K 0.04% 314
2025
Q3 		$359K Sell
5,056
-221
-4% -$14.4K 0.04% 326
2025
Q2 		$321K Sell
5,277
-261
-5% -$14.9K 0.04% 322
2025
Q1 		$318K Sell
5,538
-589
-10% -$32.2K 0.05% 309
2024
Q4 		$303K Buy
6,127
+112
+2% +$5.2K 0.05% 323
2024
Q3 		$272K Sell
6,015
-21
-0.3% -$910 0.04% 352
2024
Q2 		$262K Buy
6,036
+338
+6% +$14.5K 0.04% 351
2024
Q1 		$224K Buy
+5,698
New +$222K 0.04% 350
2019
Q1 		– Sell
-17,583
Closed -$746K – 264
2018
Q4 		$746K Sell
17,583
-831
-5% -$33.3K 0.35% 87
2018
Q3 		$772K Buy
18,414
+1,356
+8% +$58.8K 0.36% 85
2018
Q2 		$758K Buy
17,058
+10,370
+155% +$476K 0.38% 84
2018
Q1 		$299K Sell
6,688
-1,092
-14% -$52K 0.16% 166
2017
Q4 		$367K Buy
+7,780
New +$352K 0.19% 143

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

180 Wealth Advisors's HSBC Position: Q3 2026 in Review

180 Wealth Advisors reduced its HSBC (HSBC) stake by 1.9% in Q3 2026, selling an estimated $8.09K and leaving 4,005 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #323.

180 Wealth Advisors first reported a position in HSBC in Q4 2017 and has held it in 16 quarters since. The position peaked at $772K in Q3 2018. 410 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • 180 Wealth Advisors held 4,005 shares of HSBC worth $398K as of Q3 2026.
  • 180 Wealth Advisors sold 79 HSBC shares in Q3 2026, an estimated $8.09K.
  • HSBC made up 0.04% of 180 Wealth Advisors's portfolio in Q3 2026, its #323 holding.
  • 180 Wealth Advisors first reported a position in HSBC in Q4 2017 and has held it in 16 quarters since.
  • 180 Wealth Advisors's HSBC position peaked at $772K in Q3 2018.
  • 410 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on 180 Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.