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Bell Investment Advisors’s HSBC HSBC Stock Holding History

Bell Investment 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 		$38.5K Hold
405
– – 0.01% 324
2026
Q1 		$33.4K Buy
405
+22
+6% +$1.86K 0.01% 323
2025
Q4 		$30.1K Buy
383
+221
+136% +$15.8K ﹤0.01% 342
2025
Q3 		$11.5K Sell
162
-27
-14% -$1.76K ﹤0.01% 591
2025
Q2 		$11.5K Sell
189
-10
-5% -$569 ﹤0.01% 619
2025
Q1 		$11.4K Buy
199
+29
+17% +$1.59K ﹤0.01% 550
2024
Q4 		$8.41K Buy
170
+25
+17% +$1.16K ﹤0.01% 677
2024
Q3 		$6.55K Hold
145
– – ﹤0.01% 796
2024
Q2 		$6.31K Buy
145
+38
+36% +$1.64K ﹤0.01% 812
2024
Q1 		$4.21K Buy
107
+35
+49% +$1.37K ﹤0.01% 1019
2023
Q4 		$2.92K Sell
72
-89
-55% -$3.44K ﹤0.01% 1164
2023
Q3 		$6.35K Sell
161
-51
-24% -$2.01K ﹤0.01% 692
2023
Q2 		$8.4K Buy
212
+109
+106% +$4.07K ﹤0.01% 582
2023
Q1 		$3.52K Sell
103
-80
-44% -$2.87K ﹤0.01% 962
2022
Q4 		$5.7K Buy
183
+17
+10% +$482 ﹤0.01% 743
2022
Q3 		$4K Sell
166
-34
-17% -$1.06K ﹤0.01% 790
2022
Q2 		$7K Buy
+200
New +$6.49K ﹤0.01% 555
2021
Q4 		$7K Buy
232
+172
+287% +$5.02K ﹤0.01% 607
2021
Q3 		$2K Buy
+60
New +$1.63K ﹤0.01% 1082

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

Bell Investment Advisors's HSBC Position: Q2 2026 in Review

Bell Investment Advisors held its HSBC (HSBC) position steady in Q2 2026 at 405 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #324.

Bell Investment Advisors first reported a position in HSBC in Q3 2021 and has held it in 19 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Bell Investment Advisors held 405 shares of HSBC worth $38.5K as of Q2 2026.
  • Bell Investment Advisors left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #324 holding.
  • Bell Investment Advisors first reported a position in HSBC in Q3 2021 and has held it in 19 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.