AWM
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Avior Wealth Management’s HSBC HSBC Stock Holding History

Avior Wealth Management’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 		$357K Sell
3,757
-1,882
-33% -$172K 0.01% 604
2026
Q1 		$465K Buy
5,639
+709
+14% +$60K 0.01% 549
2025
Q4 		$388K Hold
4,930
– – 0.01% 538
2025
Q3 		$350K Sell
4,930
-54
-1% -$3.51K 0.01% 548
2025
Q2 		$303K Sell
4,984
-869
-15% -$49.5K 0.01% 568
2025
Q1 		$336K Hold
5,853
– – 0.01% 522
2024
Q4 		$289K Sell
5,853
-42
-0.7% -$1.95K 0.01% 599
2024
Q3 		$266K Sell
5,895
-300
-5% -$13K 0.01% 623
2024
Q2 		$269K Sell
6,195
-170
-3% -$7.32K 0.01% 593
2024
Q1 		$251K Buy
6,365
+6,267
+6,395% +$245K 0.01% 644
2023
Q4 		$3.97K Sell
98
-30
-23% -$1.16K ﹤0.01% 1208
2023
Q3 		$5.05K Hold
128
– – ﹤0.01% 1189
2023
Q2 		$5.07K Buy
128
+14
+12% +$523 ﹤0.01% 1161
2023
Q1 		$3.89K Hold
114
– – ﹤0.01% 1264
2022
Q4 		$3.55K Hold
114
– – ﹤0.01% 996
2022
Q3 		$2K Sell
114
-26
-19% -$808 ﹤0.01% 1029
2022
Q2 		$4K Buy
140
+7
+5% +$227 ﹤0.01% 881
2022
Q1 		$4K Hold
133
– – ﹤0.01% 924
2021
Q4 		$4K Buy
133
+23
+21% +$672 ﹤0.01% 918
2021
Q3 		$2K Buy
+110
New +$3K ﹤0.01% 940
2020
Q4 		– Sell
-149
Closed -$2K – 1022
2020
Q3 		$2K Buy
149
+3
+2% +$66 ﹤0.01% 826
2020
Q2 		$3K Hold
146
– – ﹤0.01% 758
2020
Q1 		$4K Buy
146
+38
+35% +$1.32K ﹤0.01% 646
2019
Q4 		$4K Sell
108
-38
-26% -$1.44K ﹤0.01% 666
2019
Q3 		$5K Sell
146
-309
-68% -$12K ﹤0.01% 623
2019
Q2 		$19K Buy
+455
New +$19.1K ﹤0.01% 534
2019
Q1 		– Sell
-245
Closed -$9K – 678
2018
Q4 		$9K Buy
+245
New +$9.81K ﹤0.01% 576

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

Avior Wealth Management's HSBC Position: Q2 2026 in Review

Avior Wealth Management reduced its HSBC (HSBC) stake by 33% in Q2 2026, selling an estimated $172K and leaving 3,757 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #604.

Avior Wealth Management first reported a position in HSBC in Q4 2018 and has held it in 27 quarters since. The position peaked at $465K in Q1 2026. 705 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Avior Wealth Management held 3,757 shares of HSBC worth $357K as of Q2 2026.
  • Avior Wealth Management sold 1,882 HSBC shares in Q2 2026, an estimated $172K.
  • HSBC made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #604 holding.
  • Avior Wealth Management first reported a position in HSBC in Q4 2018 and has held it in 27 quarters since.
  • Avior Wealth Management's HSBC position peaked at $465K in Q1 2026.
  • 705 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.