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Cassaday & Co Wealth Management’s HSBC HSBC Stock Holding History

Cassaday & Co 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
Q1 		$15.1K Buy
+184
New +$15.6K ﹤0.01% 817

Other funds holding HSBC

Fisher Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cassaday & Co Wealth Management's HSBC Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in HSBC (HSBC) in Q1 2026: 184 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings.

639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Cassaday & Co Wealth Management held 184 shares of HSBC worth $15.1K as of Q1 2026.
  • HSBC was a new Cassaday & Co Wealth Management position in Q1 2026.
  • HSBC made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #817 holding.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.