Beaird Harris Wealth Management’s HSBC HSBC Stock Holding History

Beaird Harris 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	$3.83K	Hold	40	–	–	﹤0.01%	466
2026 Q1	$3.32K	Hold	40	–	–	﹤0.01%	450
2025 Q4	$3.17K	Hold	40	–	–	﹤0.01%	485
2025 Q3	$2.85K	Buy	40 +10	+33%	+$650	﹤0.01%	482
2025 Q2	$1.82K	Buy	+30	New	+$1.71K	﹤0.01%	503

Other funds holding HSBC

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return