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GWN Securities’s HSBC HSBC Stock Holding History

GWN Securities’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 		$707K Sell
7,437
-432
-5% -$39.4K 0.12% 227
2026
Q1 		$649K Buy
7,869
+503
+7% +$42.6K 0.12% 207
2025
Q4 		$580K Buy
7,366
+1,806
+32% +$129K 0.12% 204
2025
Q3 		$397K Buy
+5,560
New +$362K 0.09% 239

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

GWN Securities's HSBC Position: Q2 2026 in Review

GWN Securities reduced its HSBC (HSBC) stake by 5.5% in Q2 2026, selling an estimated $39.4K and leaving 7,437 shares worth $707K. The position accounts for 0.12% of the portfolio, ranked #227.

GWN Securities first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • GWN Securities held 7,437 shares of HSBC worth $707K as of Q2 2026.
  • GWN Securities sold 432 HSBC shares in Q2 2026, an estimated $39.4K.
  • HSBC made up 0.12% of GWN Securities's portfolio in Q2 2026, its #227 holding.
  • GWN Securities first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.