EWA
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EverSource Wealth Advisors’s HSBC HSBC Stock Holding History

EverSource Wealth 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
Q2 		$761K Sell
8,001
-4,449
-36% -$406K 0.03% 417
2026
Q1 		$1.03M Buy
12,450
+3,094
+33% +$262K 0.03% 368
2025
Q4 		$736K Buy
9,356
+1,260
+16% +$90.1K 0.03% 409
2025
Q3 		$575K Sell
8,096
-70
-0.9% -$4.55K 0.02% 452
2025
Q2 		$496K Buy
8,166
+4,332
+113% +$247K 0.02% 457
2025
Q1 		$220K Buy
3,834
+1,361
+55% +$74.4K 0.01% 627
2024
Q4 		$122K Buy
2,473
+559
+29% +$25.9K 0.01% 846
2024
Q3 		$86.5K Buy
1,914
+119
+7% +$5.16K 0.01% 849
2024
Q2 		$81K Buy
1,795
+83
+5% +$3.57K 0.01% 885
2024
Q1 		$74.6K Buy
1,712
+889
+108% +$34.7K 0.01% 822
2023
Q4 		$33.4K Buy
823
+126
+18% +$4.88K ﹤0.01% 1053
2023
Q3 		$27.5K Sell
697
-119
-15% -$4.69K ﹤0.01% 1016
2023
Q2 		$32.3K Buy
816
+570
+232% +$21.3K ﹤0.01% 990
2023
Q1 		$8.4K Sell
246
-197
-44% -$7.07K ﹤0.01% 1436
2022
Q4 		$13.8K Sell
443
-985
-69% -$28K ﹤0.01% 1203
2022
Q3 		$37K Buy
1,428
+622
+77% +$19.3K 0.01% 717
2022
Q2 		$26K Sell
806
-20
-2% -$649 0.01% 762
2022
Q1 		$28K Buy
826
+575
+229% +$19.8K 0.01% 588
2021
Q4 		$8K Buy
+251
New +$7.33K ﹤0.01% 1050

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EverSource Wealth Advisors's HSBC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its HSBC (HSBC) stake by 36% in Q2 2026, selling an estimated $406K and leaving 8,001 shares worth $761K. The position accounts for 0.03% of the portfolio, ranked #417.

EverSource Wealth Advisors first reported a position in HSBC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q1 2026. 712 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • EverSource Wealth Advisors held 8,001 shares of HSBC worth $761K as of Q2 2026.
  • EverSource Wealth Advisors sold 4,449 HSBC shares in Q2 2026, an estimated $406K.
  • HSBC made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #417 holding.
  • EverSource Wealth Advisors first reported a position in HSBC in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's HSBC position peaked at $1.03M in Q1 2026.
  • 712 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.