Golden State Wealth Management’s HSBC HSBC Stock Holding History

Golden State Wealth Management’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	$11.9K	Buy	125 +4	+3%	+$365	﹤0.01%	1080
2026 Q1	$10K	Hold	121	–	–	﹤0.01%	1085
2025 Q4	$9.58K	Hold	121	–	–	﹤0.01%	1117
2025 Q3	$8.59K	Buy	121 +1	+0.8%	+$65	﹤0.01%	1136
2025 Q2	$7.31K	Buy	120 +5	+4%	+$285	﹤0.01%	1153
2025 Q1	$6.63K	Hold	115	–	–	﹤0.01%	1102
2024 Q4	$5.71K	Buy	+115	New	+$5.33K	﹤0.01%	1090
2020 Q2	–	Sell	-104	Closed	-$3K	–	556
2020 Q1	$3K	Buy	+104	New	+$3.61K	﹤0.01%	812
2019 Q4	–	Sell	-104	Closed	-$4K	–	438
2019 Q3	$4K	Hold	104	–	–	﹤0.01%	889
2019 Q2	$4K	Sell	104 -37	-26%	-$1.55K	﹤0.01%	903
2019 Q1	$6K	Buy	+141	New	+$5.68K	﹤0.01%	863

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Golden State Wealth Management's HSBC Position: Q2 2026 in Review

Golden State Wealth Management increased its HSBC (HSBC) stake by 3.3% in Q2 2026, buying an estimated $365 and bringing the position to 125 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Golden State Wealth Management first reported a position in HSBC in Q1 2019 and has held it in 11 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Golden State Wealth Management held 125 shares of HSBC worth $11.9K as of Q2 2026.
Golden State Wealth Management bought 4 HSBC shares in Q2 2026, an estimated $365.
HSBC made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1080 holding.
Golden State Wealth Management first reported a position in HSBC in Q1 2019 and has held it in 11 quarters since.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.