AWE
HSBC icon

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
Q3 		$319K Buy
3,214
+813
+34% +$83.2K 0.01% 595
2026
Q2 		$228K Buy
+2,401
New +$219K 0.01% 664

Other funds holding HSBC

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Avidian Wealth Enterprises's HSBC Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its HSBC (HSBC) stake by 34% in Q3 2026, buying an estimated $83.2K and bringing the position to 3,214 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #595.

Avidian Wealth Enterprises first reported a position in HSBC in Q2 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Avidian Wealth Enterprises held 3,214 shares of HSBC worth $319K as of Q3 2026.
  • Avidian Wealth Enterprises bought 813 HSBC shares in Q3 2026, an estimated $83.2K.
  • HSBC made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #595 holding.
  • Avidian Wealth Enterprises first reported a position in HSBC in Q2 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.