Ballast Advisors’s HSBC HSBC Stock Holding History

Ballast Advisors’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	–	Sell	-435	Closed	-$35.9K	–	281
2026 Q1	$35.9K	Buy	+435	New	+$36.8K	0.01%	241

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ballast Advisors's HSBC Position: Q2 2026 in Review

Ballast Advisors sold out of HSBC (HSBC) in Q2 2026, closing a stake of 435 shares — an estimated $35.9K sold.

Ballast Advisors first reported a position in HSBC in Q1 2026 and held it in 1 quarter. The position peaked at $35.9K in Q1 2026. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Ballast Advisors reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 435 HSBC shares in Q2 2026, an estimated $35.9K.
Ballast Advisors first reported a position in HSBC in Q1 2026 and held it in 1 quarter.
Ballast Advisors's HSBC position peaked at $35.9K in Q1 2026.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.