Basecamp Wealth Advisors’s HSBC HSBC Stock Holding History

Basecamp Wealth 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	$601K	Hold	6,321	–	–	0.11%	103
2026 Q1	$521K	Hold	6,321	–	–	0.11%	112
2025 Q4	$497K	Buy	+6,321	New	+$452K	0.11%	111

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

Basecamp Wealth Advisors's HSBC Position: Q2 2026 in Review

Basecamp Wealth Advisors held its HSBC (HSBC) position steady in Q2 2026 at 6,321 shares worth $601K. The position accounts for 0.11% of the portfolio, ranked #103.

Basecamp Wealth Advisors first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 702 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Basecamp Wealth Advisors held 6,321 shares of HSBC worth $601K as of Q2 2026.
Basecamp Wealth Advisors left its HSBC share count unchanged in Q2 2026.
HSBC made up 0.11% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #103 holding.
Basecamp Wealth Advisors first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
702 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.