American Capital Advisory’s HSBC HSBC Stock Holding History

American Capital Advisory’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	$14.5K	Sell	153 -17	-10%	-$1.55K	0.01%	320
2026 Q1	$14K	Buy	170 +125	+278%	+$10.6K	0.01%	318
2025 Q4	$3.54K	Hold	45	–	–	﹤0.01%	406
2025 Q3	$3.19K	Buy	+45	New	+$2.93K	﹤0.01%	386

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

American Capital Advisory's HSBC Position: Q2 2026 in Review

American Capital Advisory reduced its HSBC (HSBC) stake by 10% in Q2 2026, selling an estimated $1.55K and leaving 153 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #320.

American Capital Advisory first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 431 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

American Capital Advisory held 153 shares of HSBC worth $14.5K as of Q2 2026.
American Capital Advisory sold 17 HSBC shares in Q2 2026, an estimated $1.55K.
HSBC made up 0.01% of American Capital Advisory's portfolio in Q2 2026, its #320 holding.
American Capital Advisory first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
431 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.