EWP
HSBC icon

Elevation Wealth Partners’s HSBC HSBC Stock Holding History

Elevation Wealth Partners’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 		$21.1K Buy
+222
New +$20.3K 0.01% 575

Other funds holding HSBC

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Elevation Wealth Partners's HSBC Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in HSBC (HSBC) in Q2 2026: 222 shares worth $21.1K. The stake represents 0.01% of the portfolio and ranks #575 among its holdings.

267 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Elevation Wealth Partners held 222 shares of HSBC worth $21.1K as of Q2 2026.
  • HSBC was a new Elevation Wealth Partners position in Q2 2026.
  • HSBC made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #575 holding.
  • 267 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.