CoreCap Advisors’s HSBC HSBC Stock Holding History

CoreCap 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	$140K	Sell	1,411 -574	-29%	-$58.8K	﹤0.01%	981
2026 Q2	$189K	Buy	1,985 +452	+29%	+$41.2K	0.01%	880
2026 Q1	$127K	Sell	1,533 -1	-0.1%	-$85	﹤0.01%	955
2025 Q4	$121K	Buy	1,534 +1,104	+257%	+$79K	﹤0.01%	963
2025 Q3	$30.5K	Hold	430	–	–	﹤0.01%	1515
2025 Q2	$26.1K	Buy	430 +300	+231%	+$17.1K	﹤0.01%	1515
2025 Q1	$7.47K	Sell	130 -459	-78%	-$25.1K	﹤0.01%	1942
2024 Q4	$29.1K	Buy	589 +456	+343%	+$21.2K	﹤0.01%	1403
2024 Q3	$6.01K	Buy	+133	New	+$5.76K	﹤0.01%	1930
2024 Q2	–	Sell	-175	Closed	-$6.89K	–	2033
2024 Q1	$6.89K	Buy	+175	New	+$6.83K	﹤0.01%	1842
2022 Q4	$5.92K	Buy	+190	New	+$5.39K	﹤0.01%	1707
2022 Q3	–	Sell	-226	Closed	-$7K	–	1199
2022 Q2	$7K	Buy	+226	New	+$7.33K	﹤0.01%	1564
2022 Q1	–	Sell	-226	Closed	-$7K	–	1208
2021 Q4	$7K	Buy	+226	New	+$6.6K	﹤0.01%	1660

Other funds holding HSBC

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

CoreCap Advisors's HSBC Position: Q3 2026 in Review

CoreCap Advisors reduced its HSBC (HSBC) stake by 29% in Q3 2026, selling an estimated $58.8K and leaving 1,411 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

CoreCap Advisors first reported a position in HSBC in Q4 2021 and has held it in 13 quarters since. The position peaked at $189K in Q2 2026. 160 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

CoreCap Advisors held 1,411 shares of HSBC worth $140K as of Q3 2026.
CoreCap Advisors sold 574 HSBC shares in Q3 2026, an estimated $58.8K.
HSBC made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #981 holding.
CoreCap Advisors first reported a position in HSBC in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's HSBC position peaked at $189K in Q2 2026.
160 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.