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Ashton Thomas Private Wealth’s HSBC HSBC Stock Holding History

Ashton Thomas Private Wealth’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 		$469K Buy
4,932
+182
+4% +$16.6K 0.01% 807
2026
Q1 		$392K Buy
4,750
+480
+11% +$40.7K 0.01% 795
2025
Q4 		$336K Buy
4,270
+740
+21% +$52.9K 0.01% 784
2025
Q3 		$251K Buy
+3,530
New +$230K 0.01% 855
2024
Q3 		– Sell
-3,908
Closed -$170K – 1157
2024
Q2 		$170K Sell
3,908
-1,227
-24% -$52.8K 0.01% 607
2024
Q1 		$202K Sell
5,135
-18,486
-78% -$722K 0.01% 571
2023
Q4 		$958K Sell
23,621
-678
-3% -$26.2K 0.06% 302
2023
Q3 		$959K Sell
24,299
-365
-1% -$14.4K 0.07% 286
2023
Q2 		$977K Buy
24,664
+18,082
+275% +$675K 0.07% 274
2023
Q1 		$225K Sell
6,582
-21,945
-77% -$788K 0.02% 461
2022
Q4 		$889K Buy
+28,527
New +$810K 0.09% 247

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ashton Thomas Private Wealth's HSBC Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its HSBC (HSBC) stake by 3.8% in Q2 2026, buying an estimated $16.6K and bringing the position to 4,932 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #807.

Ashton Thomas Private Wealth first reported a position in HSBC in Q4 2022 and has held it in 11 quarters since. The position peaked at $977K in Q2 2023. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Ashton Thomas Private Wealth held 4,932 shares of HSBC worth $469K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 182 HSBC shares in Q2 2026, an estimated $16.6K.
  • HSBC made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #807 holding.
  • Ashton Thomas Private Wealth first reported a position in HSBC in Q4 2022 and has held it in 11 quarters since.
  • Ashton Thomas Private Wealth's HSBC position peaked at $977K in Q2 2023.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.