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Bellars Harris Wealth Management’s HSBC HSBC Stock Holding History

Bellars 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 		$8.05M Buy
+84,607
New +$7.72M 1.64% 26

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

Bellars Harris Wealth Management's HSBC Position: Q2 2026 in Review

Bellars Harris Wealth Management opened a new position in HSBC (HSBC) in Q2 2026: 84,607 shares worth $8.05M. The stake represents 1.64% of the portfolio and ranks #26 among its holdings.

703 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Bellars Harris Wealth Management held 84,607 shares of HSBC worth $8.05M as of Q2 2026.
  • HSBC was a new Bellars Harris Wealth Management position in Q2 2026.
  • HSBC made up 1.64% of Bellars Harris Wealth Management's portfolio in Q2 2026, its #26 holding.
  • 703 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Bellars Harris Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.