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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 		$1.28M Buy
+13,500
New +$1.23M 0.07% 199

Other funds holding HSBC

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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. 297 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.
  • 297 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.