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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
Q2 		$17.9K Buy
188
+4
+2% +$365 ﹤0.01% 791
2026
Q1 		$15.1K Buy
+184
New +$15.6K ﹤0.01% 817

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

Cassaday & Co Wealth Management's HSBC Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its HSBC (HSBC) stake by 2.2% in Q2 2026, buying an estimated $365 and bringing the position to 188 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Cassaday & Co Wealth Management first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Cassaday & Co Wealth Management held 188 shares of HSBC worth $17.9K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 4 HSBC shares in Q2 2026, an estimated $365.
  • HSBC made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #791 holding.
  • Cassaday & Co Wealth Management first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.