Echo45 Advisors
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Echo45 Advisors’s HSBC HSBC Stock Holding History

Echo45 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
Q3 		$309K Buy
3,111
+64
+2% +$6.55K 0.14% 83
2026
Q2 		$290K Sell
3,047
-142
-4% -$13K 0.15% 61
2026
Q1 		$263K Buy
3,189
+227
+8% +$19.2K 0.15% 60
2025
Q4 		$233K Sell
2,962
-175
-6% -$12.5K 0.13% 63
2025
Q3 		$223K Buy
+3,137
New +$204K 0.13% 51

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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Old Port Advisors
Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Echo45 Advisors's HSBC Position: Q3 2026 in Review

Echo45 Advisors increased its HSBC (HSBC) stake by 2.1% in Q3 2026, buying an estimated $6.55K and bringing the position to 3,111 shares worth $309K. The position accounts for 0.14% of the portfolio, ranked #83.

Echo45 Advisors first reported a position in HSBC in Q3 2025 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Echo45 Advisors held 3,111 shares of HSBC worth $309K as of Q3 2026.
  • Echo45 Advisors bought 64 HSBC shares in Q3 2026, an estimated $6.55K.
  • HSBC made up 0.14% of Echo45 Advisors's portfolio in Q3 2026, its #83 holding.
  • Echo45 Advisors first reported a position in HSBC in Q3 2025 and has held it in 5 quarters since.
  • 179 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.