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Advisornet Financial’s HSBC HSBC Stock Holding History

Advisornet Financial’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
Q1 		$108K Buy
1,309
+170
+15% +$14.4K 0.01% 795
2025
Q4 		$89.6K Buy
1,139
+103
+10% +$7.37K ﹤0.01% 854
2025
Q3 		$73.5K Hold
1,036
– – ﹤0.01% 899
2025
Q2 		$63K Buy
1,036
+100
+11% +$5.69K ﹤0.01% 919
2025
Q1 		$53.8K Buy
936
+105
+13% +$5.74K ﹤0.01% 911
2024
Q4 		$41.1K Hold
831
– – ﹤0.01% 935
2024
Q3 		$37.6K Buy
831
+167
+25% +$7.24K ﹤0.01% 1002
2024
Q2 		$28.9K Buy
664
+14
+2% +$602 ﹤0.01% 991
2024
Q1 		$25.6K Buy
650
+100
+18% +$3.9K ﹤0.01% 1006
2023
Q4 		$22.3K Buy
550
+250
+83% +$9.68K ﹤0.01% 1049
2023
Q3 		$11.8K Buy
+300
New +$11.8K ﹤0.01% 1200
2022
Q3 		– Sell
-221
Closed -$7K – 1932
2022
Q2 		$7K Sell
221
-58
-21% -$1.88K ﹤0.01% 1435
2022
Q1 		$10K Hold
279
– – ﹤0.01% 1444
2021
Q4 		$8K Buy
+279
New +$8.15K ﹤0.01% 1546
2020
Q3 		– Sell
-844
Closed -$20K – 1786
2020
Q2 		$20K Buy
844
+74
+10% +$1.84K ﹤0.01% 1110
2020
Q1 		$22K Buy
770
+61
+9% +$2.12K ﹤0.01% 1043
2019
Q4 		$28K Buy
709
+144
+25% +$5.46K ﹤0.01% 1081
2019
Q3 		$22K Buy
565
+84
+17% +$3.25K ﹤0.01% 1160
2019
Q2 		$20K Sell
481
-59
-11% -$2.47K ﹤0.01% 1048
2019
Q1 		$22K Sell
540
-14
-3% -$564 ﹤0.01% 970
2018
Q4 		$22K Sell
554
-7
-1% -$280 ﹤0.01% 906
2018
Q3 		$23K Sell
561
-131
-19% -$5.68K ﹤0.01% 922
2018
Q2 		$31K Sell
692
-57
-8% -$2.61K ﹤0.01% 839
2018
Q1 		$33K Sell
749
-16
-2% -$761 ﹤0.01% 808
2017
Q4 		$36K Buy
+765
New +$34.6K 0.01% 729

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advisornet Financial's HSBC Position: Q1 2026 in Review

Advisornet Financial increased its HSBC (HSBC) stake by 15% in Q1 2026, buying an estimated $14.4K and bringing the position to 1,309 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #795.

Advisornet Financial first reported a position in HSBC in Q4 2017 and has held it in 25 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Advisornet Financial held 1,309 shares of HSBC worth $108K as of Q1 2026.
  • Advisornet Financial bought 170 HSBC shares in Q1 2026, an estimated $14.4K.
  • HSBC made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #795 holding.
  • Advisornet Financial first reported a position in HSBC in Q4 2017 and has held it in 25 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.