Cassaday & Co Wealth Management
HSBC icon

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
Q3 		$26.6K Buy
268
+80
+43% +$8.19K ﹤0.01% 768
2026
Q2 		$17.9K Buy
188
+4
+2% +$365 ﹤0.01% 791
2026
Q1 		$15.1K Buy
+184
New +$15.6K ﹤0.01% 817

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Sanders Capital
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American Century Companies
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Cassaday & Co Wealth Management's HSBC Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its HSBC (HSBC) stake by 43% in Q3 2026, buying an estimated $8.19K and bringing the position to 268 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Cassaday & Co Wealth Management first reported a position in HSBC in Q1 2026 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Cassaday & Co Wealth Management held 268 shares of HSBC worth $26.6K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 80 HSBC shares in Q3 2026, an estimated $8.19K.
  • HSBC made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #768 holding.
  • Cassaday & Co Wealth Management first reported a position in HSBC in Q1 2026 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.