HBK Sorce Advisory’s HSBC HSBC Stock Holding History

HBK Sorce Advisory’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	$331K	Sell	3,221 -20	-0.6%	-$1.82K	0.01%	486
2026 Q1	$292K	Buy	3,241 +415	+15%	+$35.1K	0.01%	500
2025 Q4	$252K	Buy	+2,826	New	+$202K	0.01%	522

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

HBK Sorce Advisory's HSBC Position: Q2 2026 in Review

HBK Sorce Advisory reduced its HSBC (HSBC) stake by 0.62% in Q2 2026, selling an estimated $1.82K and leaving 3,221 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #486.

HBK Sorce Advisory first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

HBK Sorce Advisory held 3,221 shares of HSBC worth $331K as of Q2 2026.
HBK Sorce Advisory sold 20 HSBC shares in Q2 2026, an estimated $1.82K.
HSBC made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #486 holding.
HBK Sorce Advisory first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.