AWE
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Avidian Wealth Enterprises’s HSBC HSBC Stock Holding History

Avidian Wealth Enterprises’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 		$228K Buy
+2,401
New +$219K 0.01% 664

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Morgan Stanley
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Goldman Sachs
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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

Avidian Wealth Enterprises's HSBC Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in HSBC (HSBC) in Q2 2026: 2,401 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #664 among its holdings.

705 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Avidian Wealth Enterprises held 2,401 shares of HSBC worth $228K as of Q2 2026.
  • HSBC was a new Avidian Wealth Enterprises position in Q2 2026.
  • HSBC made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #664 holding.
  • 705 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.