Seven Hills Financial, LLC’s HSBC HSBC Stock Holding History

Seven Hills 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	$481K	Buy	+4,841	New	+$496K	0.29%	53

Other funds holding HSBC

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $304M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Seven Hills Financial, LLC's HSBC Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in HSBC (HSBC) in Q3 2026: 4,841 shares worth $481K. The stake represents 0.29% of the portfolio and ranks #53 among its holdings.

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

Seven Hills Financial, LLC held 4,841 shares of HSBC worth $481K as of Q3 2026.
HSBC was a new Seven Hills Financial, LLC position in Q3 2026.
HSBC made up 0.29% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #53 holding.
45 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

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