AWA
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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
Q3 		$4.52M Buy
45,488
+1,974
+5% +$202K 0.22% 53
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Aaron Wealth Advisors's HSBC Position: Q3 2026 in Review

Aaron Wealth Advisors increased its HSBC (HSBC) stake by 4.5% in Q3 2026, buying an estimated $202K and bringing the position to 45,488 shares worth $4.52M. The position accounts for 0.22% of the portfolio, ranked #53.

Aaron Wealth Advisors first reported a position in HSBC in Q1 2022 and has held it in 13 quarters since. 65 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Aaron Wealth Advisors held 45,488 shares of HSBC worth $4.52M as of Q3 2026.
  • Aaron Wealth Advisors bought 1,974 HSBC shares in Q3 2026, an estimated $202K.
  • HSBC made up 0.22% of Aaron Wealth Advisors's portfolio in Q3 2026, its #53 holding.
  • Aaron Wealth Advisors first reported a position in HSBC in Q1 2022 and has held it in 13 quarters since.
  • 65 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.