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Brown Financial Advisors’s HSBC HSBC Stock Holding History

Brown Financial 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 		$308K Sell
3,239
-44
-1% -$4.01K 0.11% 152
2026
Q1 		$271K Buy
+3,283
New +$278K 0.1% 163
2024
Q3 		– Sell
-39
Closed -$1.7K – 165
2024
Q2 		$1.7K Buy
+39
New +$1.68K ﹤0.01% 198

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

Brown Financial Advisors's HSBC Position: Q2 2026 in Review

Brown Financial Advisors reduced its HSBC (HSBC) stake by 1.3% in Q2 2026, selling an estimated $4.01K and leaving 3,239 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #152.

Brown Financial Advisors first reported a position in HSBC in Q2 2024 and has held it in 3 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Brown Financial Advisors held 3,239 shares of HSBC worth $308K as of Q2 2026.
  • Brown Financial Advisors sold 44 HSBC shares in Q2 2026, an estimated $4.01K.
  • HSBC made up 0.11% of Brown Financial Advisors's portfolio in Q2 2026, its #152 holding.
  • Brown Financial Advisors first reported a position in HSBC in Q2 2024 and has held it in 3 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.