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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
Q2 		$1.1M Hold
11,534
– – 0.26% 91
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
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

Delta Financial Advisors's HSBC Position: Q2 2026 in Review

Delta Financial Advisors held its HSBC (HSBC) position steady in Q2 2026 at 11,534 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #91.

Delta Financial Advisors first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 711 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Delta Financial Advisors held 11,534 shares of HSBC worth $1.1M as of Q2 2026.
  • Delta Financial Advisors left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.26% of Delta Financial Advisors's portfolio in Q2 2026, its #91 holding.
  • Delta Financial Advisors first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
  • 711 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.