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Scheeler Financial LLC’s HSBC HSBC Stock Holding History

Scheeler Financial LLC’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 		$230K Buy
+2,321
New +$238K 0.17% 60

Other funds holding HSBC

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Scheeler Financial LLC's HSBC Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in HSBC (HSBC) in Q3 2026: 2,321 shares worth $230K. The stake represents 0.17% of the portfolio and ranks #60 among its holdings.

41 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Scheeler Financial LLC held 2,321 shares of HSBC worth $230K as of Q3 2026.
  • HSBC was a new Scheeler Financial LLC position in Q3 2026.
  • HSBC made up 0.17% of Scheeler Financial LLC's portfolio in Q3 2026, its #60 holding.
  • 41 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.