BHWML
HSBC icon

Bellars Harris Wealth Management, LLC’s HSBC HSBC Stock Holding History

Bellars Harris Wealth Management, 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
Q2 		$8.05M Buy
+84,607
New +$7.72M 1.64% 26

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's HSBC Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in HSBC (HSBC) in Q2 2026: 84,607 shares worth $8.05M. The stake represents 1.64% of the portfolio and ranks #26 among its holdings.

417 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 84,607 shares of HSBC worth $8.05M as of Q2 2026.
  • HSBC was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • HSBC made up 1.64% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #26 holding.
  • 417 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.