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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dynamic Advisor Solutions's HSBC Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its HSBC (HSBC) stake by 9.4% in Q2 2026, selling an estimated $69.1K and leaving 7,330 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #582.

Dynamic Advisor Solutions first reported a position in HSBC in Q3 2023 and has held it in 8 quarters since. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Dynamic Advisor Solutions held 7,330 shares of HSBC worth $697K as of Q2 2026.
  • Dynamic Advisor Solutions sold 757 HSBC shares in Q2 2026, an estimated $69.1K.
  • HSBC made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #582 holding.
  • Dynamic Advisor Solutions first reported a position in HSBC in Q3 2023 and has held it in 8 quarters since.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.