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Avestar Capital’s HSBC HSBC Stock Holding History

Avestar Capital’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 		$445K Buy
+4,685
New +$428K 0.02% 403
2019
Q3 		– Sell
-3,745
Closed -$142K – 461
2019
Q2 		$142K Buy
3,745
+143
+4% +$5.99K 0.09% 146
2019
Q1 		$128K Buy
3,602
+1,257
+54% +$50.6K 0.08% 162
2018
Q4 		$77K Sell
2,345
-751
-24% -$30.1K 0.05% 209
2018
Q3 		$112K Buy
3,096
+784
+34% +$34K 0.06% 185
2018
Q2 		$84K Buy
2,312
+138
+6% +$6.33K 0.05% 219
2018
Q1 		$80K Buy
2,174
+333
+18% +$15.8K 0.05% 194
2017
Q4 		$72K Buy
+1,841
New +$83.2K 0.05% 200

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

Avestar Capital's HSBC Position: Q2 2026 in Review

Avestar Capital opened a new position in HSBC (HSBC) in Q2 2026: 4,685 shares worth $445K. The stake represents 0.02% of the portfolio and ranks #403 among its holdings. This is a return to the name: Avestar Capital previously reported a position in HSBC as recently as Q2 2019.

Avestar Capital first reported a position in HSBC in Q4 2017 and has held it in 8 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Avestar Capital held 4,685 shares of HSBC worth $445K as of Q2 2026.
  • HSBC was a new Avestar Capital position in Q2 2026.
  • HSBC made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #403 holding.
  • Avestar Capital first reported a position in HSBC in Q4 2017 and has held it in 8 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.