AWA
HSBC icon

Aaron Wealth Advisors’s HSBC HSBC Stock Holding History

Aaron 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 		$4.14M Buy
43,514
+412
+1% +$37.6K 0.21% 60
2026
Q1 		$3.56M Buy
43,102
+10,538
+32% +$892K 0.2% 64
2025
Q4 		$2.56M Buy
32,564
+7,117
+28% +$509K 0.14% 99
2025
Q3 		$1.81M Sell
25,447
-244
-0.9% -$15.9K 0.11% 123
2025
Q2 		$1.56M Buy
25,691
+869
+4% +$49.5K 0.16% 86
2025
Q1 		$1.43M Buy
24,822
+1,059
+4% +$57.9K 0.16% 88
2024
Q4 		$1.18M Buy
23,763
+2,894
+14% +$134K 0.14% 101
2024
Q3 		$943K Buy
20,869
+3,594
+21% +$156K 0.11% 121
2024
Q2 		$751K Buy
17,275
+2,877
+20% +$124K 0.1% 126
2024
Q1 		$567K Buy
14,398
+9,252
+180% +$361K 0.08% 150
2023
Q4 		$209K Buy
+5,146
New +$199K 0.03% 241
2022
Q2 		– Sell
-4,898
Closed -$168K – 478
2022
Q1 		$168K Buy
+4,898
New +$169K 0.04% 208

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Aaron Wealth Advisors increased its HSBC (HSBC) stake by 0.96% in Q2 2026, buying an estimated $37.6K and bringing the position to 43,514 shares worth $4.14M. The position accounts for 0.21% of the portfolio, ranked #60.

Aaron Wealth Advisors first reported a position in HSBC in Q1 2022 and has held it in 12 quarters since. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Aaron Wealth Advisors held 43,514 shares of HSBC worth $4.14M as of Q2 2026.
  • Aaron Wealth Advisors bought 412 HSBC shares in Q2 2026, an estimated $37.6K.
  • HSBC made up 0.21% of Aaron Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Aaron Wealth Advisors first reported a position in HSBC in Q1 2022 and has held it in 12 quarters since.
  • 707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.