Delta Financial Advisors’s HSBC HSBC Stock Holding History

Delta Financial 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 Q1	$951K	Hold	11,534	–	–	0.25%	94
2025 Q4	$907K	Buy	11,534 +3,684	+47%	+$263K	0.24%	94
2025 Q3	$557K	Buy	+7,850	New	+$510K	0.16%	103

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Delta Financial Advisors's HSBC Position: Q1 2026 in Review

Delta Financial Advisors held its HSBC (HSBC) position steady in Q1 2026 at 11,534 shares worth $951K. The position accounts for 0.25% of the portfolio, ranked #94.

Delta Financial Advisors first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Delta Financial Advisors held 11,534 shares of HSBC worth $951K as of Q1 2026.
Delta Financial Advisors left its HSBC share count unchanged in Q1 2026.
HSBC made up 0.25% of Delta Financial Advisors's portfolio in Q1 2026, its #94 holding.
Delta Financial Advisors first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.