Abound Wealth Management’s HSBC HSBC Stock Holding History

Abound Wealth Management’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	$2K	Hold	21	–	–	﹤0.01%	744
2026 Q1	$1.73K	Sell	21 -49	-70%	-$4.15K	﹤0.01%	926
2025 Q4	$5.51K	Buy	70 +44	+169%	+$3.15K	﹤0.01%	647
2025 Q3	$1.85K	Hold	26	–	–	﹤0.01%	819
2025 Q2	$1.58K	Sell	26 -1	-4%	-$57	﹤0.01%	771
2025 Q1	$1.55K	Sell	27 -13	-33%	-$711	﹤0.01%	726
2024 Q4	$1.98K	Hold	40	–	–	﹤0.01%	673
2024 Q3	$1.81K	Buy	40 +17	+74%	+$737	﹤0.01%	722
2024 Q2	$1K	Sell	23 -39	-63%	-$1.68K	﹤0.01%	728
2024 Q1	$2.44K	Hold	62	–	–	﹤0.01%	651
2023 Q4	$2.51K	Hold	62	–	–	﹤0.01%	629
2023 Q3	$2.45K	Hold	62	–	–	﹤0.01%	588
2023 Q2	$2.46K	Buy	+62	New	+$2.31K	﹤0.01%	613

Other funds holding HSBC

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return