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Drive Wealth Management’s HSBC HSBC Stock Holding History

Drive 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
Q2 		$906K Buy
9,525
+203
+2% +$18.5K 0.16% 110
2026
Q1 		$790K Buy
9,322
+7
+0.1% +$593 0.17% 114
2025
Q4 		$733K Buy
9,315
+1,575
+20% +$113K 0.14% 122
2025
Q3 		$549K Buy
7,740
+95
+1% +$6.18K 0.12% 152
2025
Q2 		$465K Buy
7,645
+438
+6% +$24.9K 0.1% 170
2025
Q1 		$426K Buy
7,207
+171
+2% +$9.35K 0.1% 158
2024
Q4 		$348K Buy
7,036
+265
+4% +$12.3K 0.09% 188
2024
Q3 		$306K Buy
6,771
+407
+6% +$17.6K 0.08% 209
2024
Q2 		$277K Buy
6,364
+273
+4% +$11.7K 0.07% 217
2024
Q1 		$249K Buy
6,091
+139
+2% +$5.43K 0.07% 237
2023
Q4 		$241K Buy
5,952
+589
+11% +$22.8K 0.08% 239
2023
Q3 		$212K Buy
+5,363
New +$211K 0.08% 235

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

Drive Wealth Management's HSBC Position: Q2 2026 in Review

Drive Wealth Management increased its HSBC (HSBC) stake by 2.2% in Q2 2026, buying an estimated $18.5K and bringing the position to 9,525 shares worth $906K. The position accounts for 0.16% of the portfolio, ranked #110.

Drive Wealth Management first reported a position in HSBC in Q3 2023 and has held it in 12 quarters since. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Drive Wealth Management held 9,525 shares of HSBC worth $906K as of Q2 2026.
  • Drive Wealth Management bought 203 HSBC shares in Q2 2026, an estimated $18.5K.
  • HSBC made up 0.16% of Drive Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Drive Wealth Management first reported a position in HSBC in Q3 2023 and has held it in 12 quarters since.
  • 707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.