CA
HSBC icon

Clearstead Advisors’s HSBC HSBC Stock Holding History

Clearstead 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 		$929K Sell
9,765
-9,765
-50% -$891K 0.01% 567
2026
Q1 		$1.61M Buy
+19,530
New +$1.65M 0.01% 411
2025
Q2 		– Sell
-46
Closed -$2.64K – 2802
2025
Q1 		$2.64K Buy
46
+28
+156% +$1.53K ﹤0.01% 1848
2024
Q4 		$897 Buy
+18
New +$835 ﹤0.01% 1934

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

Clearstead Advisors's HSBC Position: Q2 2026 in Review

Clearstead Advisors reduced its HSBC (HSBC) stake by 50% in Q2 2026, selling an estimated $891K and leaving 9,765 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #567.

Clearstead Advisors first reported a position in HSBC in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.61M in Q1 2026. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Clearstead Advisors held 9,765 shares of HSBC worth $929K as of Q2 2026.
  • Clearstead Advisors sold 9,765 HSBC shares in Q2 2026, an estimated $891K.
  • HSBC made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #567 holding.
  • Clearstead Advisors first reported a position in HSBC in Q4 2024 and has held it in 4 quarters since.
  • Clearstead Advisors's HSBC position peaked at $1.61M in Q1 2026.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.