Dynasty Wealth Management’s HSBC HSBC Stock Holding History

Dynasty 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	$2.19M	Buy	23,013 +1,188	+5%	+$108K	0.02%	125
2026 Q1	$1.8M	Sell	21,825 -1,429	-6%	-$121K	0.02%	136
2025 Q4	$1.83M	Buy	23,254 +1,229	+6%	+$87.9K	0.02%	140
2025 Q3	$1.56M	Buy	+22,025	New	+$1.43M	0.02%	134

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Dynasty Wealth Management increased its HSBC (HSBC) stake by 5.4% in Q2 2026, buying an estimated $108K and bringing the position to 23,013 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #125.

Dynasty Wealth Management first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 709 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Dynasty Wealth Management held 23,013 shares of HSBC worth $2.19M as of Q2 2026.
Dynasty Wealth Management bought 1,188 HSBC shares in Q2 2026, an estimated $108K.
HSBC made up 0.02% of Dynasty Wealth Management's portfolio in Q2 2026, its #125 holding.
Dynasty Wealth Management first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
709 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.