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Foundations Investment Advisors’s HSBC HSBC Stock Holding History

Foundations Investment 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
Q1 		$1.48M Buy
17,980
+739
+4% +$62.6K 0.02% 431
2025
Q4 		$1.36M Buy
17,241
+10,033
+139% +$717K 0.02% 428
2025
Q3 		$512K Buy
+7,208
New +$469K 0.01% 643

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Foundations Investment Advisors's HSBC Position: Q1 2026 in Review

Foundations Investment Advisors increased its HSBC (HSBC) stake by 4.3% in Q1 2026, buying an estimated $62.6K and bringing the position to 17,980 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #431.

Foundations Investment Advisors first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Foundations Investment Advisors held 17,980 shares of HSBC worth $1.48M as of Q1 2026.
  • Foundations Investment Advisors bought 739 HSBC shares in Q1 2026, an estimated $62.6K.
  • HSBC made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #431 holding.
  • Foundations Investment Advisors first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.