Avestar Capital
HSBC icon

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
Q3 		$280K Sell
2,821
-1,864
-40% -$191K 0.02% 462
2026
Q2 		$445K Buy
+4,685
New +$428K 0.02% 404
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 $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Avestar Capital's HSBC Position: Q3 2026 in Review

Avestar Capital reduced its HSBC (HSBC) stake by 40% in Q3 2026, selling an estimated $191K and leaving 2,821 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #462.

Avestar Capital first reported a position in HSBC in Q4 2017 and has held it in 9 quarters since. The position peaked at $445K in Q2 2026. 631 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Avestar Capital held 2,821 shares of HSBC worth $280K as of Q3 2026.
  • Avestar Capital sold 1,864 HSBC shares in Q3 2026, an estimated $191K.
  • HSBC made up 0.02% of Avestar Capital's portfolio in Q3 2026, its #462 holding.
  • Avestar Capital first reported a position in HSBC in Q4 2017 and has held it in 9 quarters since.
  • Avestar Capital's HSBC position peaked at $445K in Q2 2026.
  • 631 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.