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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Abound Wealth Management's HSBC Position: Q2 2026 in Review

Abound Wealth Management held its HSBC (HSBC) position steady in Q2 2026 at 21 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Abound Wealth Management first reported a position in HSBC in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.51K in Q4 2025. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Abound Wealth Management held 21 shares of HSBC worth $2K as of Q2 2026.
Abound Wealth Management left its HSBC share count unchanged in Q2 2026.
HSBC made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #744 holding.
Abound Wealth Management first reported a position in HSBC in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's HSBC position peaked at $5.51K in Q4 2025.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.