1WA
HSBC icon

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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

180 Wealth Advisors's HSBC Position: Q2 2026 in Review

180 Wealth Advisors reduced its HSBC (HSBC) stake by 7.8% in Q2 2026, selling an estimated $31.7K and leaving 4,084 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #332.

180 Wealth Advisors first reported a position in HSBC in Q4 2017 and has held it in 15 quarters since. The position peaked at $772K in Q3 2018. 125 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • 180 Wealth Advisors held 4,084 shares of HSBC worth $388K as of Q2 2026.
  • 180 Wealth Advisors sold 347 HSBC shares in Q2 2026, an estimated $31.7K.
  • HSBC made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #332 holding.
  • 180 Wealth Advisors first reported a position in HSBC in Q4 2017 and has held it in 15 quarters since.
  • 180 Wealth Advisors's HSBC position peaked at $772K in Q3 2018.
  • 125 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.