Avantax Advisory Services’s HSBC HSBC Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.39M	Buy	22,818 +7,067	+45%	+$402K	0.01%	982
2025 Q1	$905K	Buy	15,751 +1,778	+13%	+$97.2K	0.01%	1152
2024 Q4	$691K	Buy	13,973 +1,511	+12%	+$70.1K	﹤0.01%	1247
2024 Q3	$563K	Buy	12,462 +310	+3%	+$13.4K	﹤0.01%	1334
2024 Q2	$529K	Buy	+12,152	New	+$523K	﹤0.01%	1332

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

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

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

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

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Avantax Advisory Services's HSBC Position: Q2 2025 in Review

Avantax Advisory Services increased its HSBC (HSBC) stake by 45% in Q2 2025, buying an estimated $402K and bringing the position to 22,818 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #982.

Avantax Advisory Services first reported a position in HSBC in Q2 2024 and has held it in 5 quarters since. 513 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

Avantax Advisory Services held 22,818 shares of HSBC worth $1.39M as of Q2 2025.
Avantax Advisory Services bought 7,067 HSBC shares in Q2 2025, an estimated $402K.
HSBC made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #982 holding.
Avantax Advisory Services first reported a position in HSBC in Q2 2024 and has held it in 5 quarters since.
513 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.