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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GWN Securities's HSBC Position: Q1 2026 in Review

GWN Securities increased its HSBC (HSBC) stake by 6.8% in Q1 2026, buying an estimated $42.6K and bringing the position to 7,869 shares worth $649K. The position accounts for 0.12% of the portfolio, ranked #207.

GWN Securities 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.

GWN Securities held 7,869 shares of HSBC worth $649K as of Q1 2026.
GWN Securities bought 503 HSBC shares in Q1 2026, an estimated $42.6K.
HSBC made up 0.12% of GWN Securities's portfolio in Q1 2026, its #207 holding.
GWN Securities 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 GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.