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 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 $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arkadios Wealth Advisors's HSBC Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its HSBC (HSBC) stake by 12% in Q1 2026, selling an estimated $330K and leaving 28,595 shares worth $2.36M. The position accounts for 0.04% of the portfolio, ranked #449.

Arkadios Wealth Advisors first reported a position in HSBC in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.58M in Q1 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Arkadios Wealth Advisors held 28,595 shares of HSBC worth $2.36M as of Q1 2026.
Arkadios Wealth Advisors sold 3,894 HSBC shares in Q1 2026, an estimated $330K.
HSBC made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #449 holding.
Arkadios Wealth Advisors first reported a position in HSBC in Q4 2019 and has held it in 11 quarters since.
Arkadios Wealth Advisors's HSBC position peaked at $2.58M in Q1 2025.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.