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Founders Grove Wealth Partners’s HSBC HSBC Stock Holding History

Founders Grove 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 		$322K Buy
3,388
+184
+6% +$16.8K 0.06% 134
2026
Q1 		$264K Buy
+3,204
New +$271K 0.06% 137

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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

Founders Grove Wealth Partners's HSBC Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its HSBC (HSBC) stake by 5.7% in Q2 2026, buying an estimated $16.8K and bringing the position to 3,388 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #134.

Founders Grove Wealth Partners first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Founders Grove Wealth Partners held 3,388 shares of HSBC worth $322K as of Q2 2026.
  • Founders Grove Wealth Partners bought 184 HSBC shares in Q2 2026, an estimated $16.8K.
  • HSBC made up 0.06% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #134 holding.
  • Founders Grove Wealth Partners first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.