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 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 $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

HBK Sorce Advisory's HSBC Position: Q1 2026 in Review

HBK Sorce Advisory increased its HSBC (HSBC) stake by 15% in Q1 2026, buying an estimated $35.1K and bringing the position to 3,241 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #500.

HBK Sorce Advisory first reported a position in HSBC in Q4 2025 and has held it in 2 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

HBK Sorce Advisory held 3,241 shares of HSBC worth $292K as of Q1 2026.
HBK Sorce Advisory bought 415 HSBC shares in Q1 2026, an estimated $35.1K.
HSBC made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #500 holding.
HBK Sorce Advisory first reported a position in HSBC in Q4 2025 and has held it in 2 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.