Dynamic Advisor Solutions’s HSBC HSBC Stock Holding History

Dynamic Advisor Solutions’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	$1.15M	Buy	11,598 +4,268	+58%	+$437K	0.03%	430
2026 Q2	$697K	Sell	7,330 -757	-9%	-$69.1K	0.02%	582
2026 Q1	$667K	Buy	8,087 +346	+4%	+$29.3K	0.02%	561
2025 Q4	$609K	Buy	+7,741	New	+$554K	0.02%	578
2024 Q4	–	Sell	-11,990	Closed	-$542K	–	730
2024 Q3	$542K	Buy	11,990 +273	+2%	+$11.8K	0.02%	603
2024 Q2	$510K	Buy	11,717 +2,981	+34%	+$128K	0.02%	621
2024 Q1	$344K	Buy	8,736 +45	+0.5%	+$1.76K	0.01%	713
2023 Q4	$354K	Sell	8,691 -84	-1%	-$3.25K	0.01%	668
2023 Q3	$346K	Buy	+8,775	New	+$346K	0.02%	616

Other funds holding HSBC

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

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Dynamic Advisor Solutions's HSBC Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its HSBC (HSBC) stake by 58% in Q3 2026, buying an estimated $437K and bringing the position to 11,598 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #430.

Dynamic Advisor Solutions first reported a position in HSBC in Q3 2023 and has held it in 9 quarters since. 110 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Dynamic Advisor Solutions held 11,598 shares of HSBC worth $1.15M as of Q3 2026.
Dynamic Advisor Solutions bought 4,268 HSBC shares in Q3 2026, an estimated $437K.
HSBC made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #430 holding.
Dynamic Advisor Solutions first reported a position in HSBC in Q3 2023 and has held it in 9 quarters since.
110 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.