Cache Advisors’s HSBC HSBC Stock Holding History

Cache 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 Q3	$433K	Buy	+4,364	New	+$447K	0.03%	128

Other funds holding HSBC

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Cache Advisors's HSBC Position: Q3 2026 in Review

Cache Advisors opened a new position in HSBC (HSBC) in Q3 2026: 4,364 shares worth $433K. The stake represents 0.03% of the portfolio and ranks #128 among its holdings.

93 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Cache Advisors held 4,364 shares of HSBC worth $433K as of Q3 2026.
HSBC was a new Cache Advisors position in Q3 2026.
HSBC made up 0.03% of Cache Advisors's portfolio in Q3 2026, its #128 holding.
93 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.