Balance Wealth’s HSBC HSBC Stock Holding History

Balance Wealth’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	$1.69K	Buy	+17	New	+$1.74K	﹤0.01%	783

Other funds holding HSBC

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Balance Wealth's HSBC Position: Q3 2026 in Review

Balance Wealth opened a new position in HSBC (HSBC) in Q3 2026: 17 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #783 among its holdings.

631 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Balance Wealth held 17 shares of HSBC worth $1.69K as of Q3 2026.
HSBC was a new Balance Wealth position in Q3 2026.
HSBC made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #783 holding.
631 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.