Acumen Wealth Advisors’s HSBC HSBC Stock Holding History

Acumen 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	$9.32K	Hold	98	–	–	﹤0.01%	338
2026 Q1	$8.23K	Buy	98 +33	+51%	+$2.79K	﹤0.01%	334
2025 Q4	$5.11K	Buy	+65	New	+$4.65K	﹤0.01%	375

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

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

Acumen Wealth Advisors held its HSBC (HSBC) position steady in Q2 2026 at 98 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Acumen Wealth Advisors first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 705 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Acumen Wealth Advisors held 98 shares of HSBC worth $9.32K as of Q2 2026.
Acumen Wealth Advisors left its HSBC share count unchanged in Q2 2026.
HSBC made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #338 holding.
Acumen Wealth Advisors first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
705 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.