Arkadios Wealth Advisors’s HSBC HSBC Stock Holding History

Arkadios 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	$2.35M	Sell	24,745 -3,850	-13%	-$351K	0.04%	477
2026 Q1	$2.36M	Sell	28,595 -3,894	-12%	-$330K	0.04%	449
2025 Q4	$2.56M	Sell	32,489 -1,143	-3%	-$81.7K	0.05%	376
2025 Q3	$2.39M	Sell	33,632 -1,438	-4%	-$93.5K	0.06%	354
2025 Q2	$2.13M	Sell	35,070 -9,833	-22%	-$560K	0.06%	329
2025 Q1	$2.58M	Buy	+44,903	New	+$2.46M	0.1%	236
2021 Q4	–	Sell	-404	Closed	-$10K	–	1103
2021 Q3	$10K	Hold	404	–	–	﹤0.01%	1436
2021 Q2	$11K	Buy	404 +10	+3%	+$305	﹤0.01%	1505
2021 Q1	$11K	Hold	394	–	–	﹤0.01%	1158
2020 Q4	$10K	Buy	+394	New	+$9.36K	﹤0.01%	955
2020 Q2	–	Sell	-395	Closed	-$11.1K	–	1034
2020 Q1	$11.1K	Hold	395	–	–	0.01%	614
2019 Q4	$15.1K	Buy	+395	New	+$15K	0.01%	515

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

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

Arkadios Wealth Advisors reduced its HSBC (HSBC) stake by 13% in Q2 2026, selling an estimated $351K and leaving 24,745 shares worth $2.35M. The position accounts for 0.04% of the portfolio, ranked #477.

Arkadios Wealth Advisors first reported a position in HSBC in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.58M in Q1 2025. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Arkadios Wealth Advisors held 24,745 shares of HSBC worth $2.35M as of Q2 2026.
Arkadios Wealth Advisors sold 3,850 HSBC shares in Q2 2026, an estimated $351K.
HSBC made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #477 holding.
Arkadios Wealth Advisors first reported a position in HSBC in Q4 2019 and has held it in 12 quarters since.
Arkadios Wealth Advisors's HSBC position peaked at $2.58M in Q1 2025.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.