HWA
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HHM Wealth Advisors’s HSBC HSBC Stock Holding History

HHM Wealth Advisors’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 		$22.3K Buy
235
+77
+49% +$7.03K ﹤0.01% 510
2026
Q1 		$13K Hold
158
– – ﹤0.01% 590
2025
Q4 		$12.4K Hold
158
– – ﹤0.01% 582
2025
Q3 		$11.2K Hold
158
– – ﹤0.01% 619
2025
Q2 		$9.61K Hold
158
– – ﹤0.01% 616
2025
Q1 		$9.07K Hold
158
– – ﹤0.01% 605
2024
Q4 		$7.82K Hold
158
– – ﹤0.01% 624
2024
Q3 		$7.14K Hold
158
– – ﹤0.01% 615
2024
Q2 		$6.87K Sell
158
-593
-79% -$25.5K ﹤0.01% 600
2024
Q1 		$29.6K Hold
751
– – ﹤0.01% 361
2023
Q4 		$30.4K Hold
751
– – 0.01% 358
2023
Q3 		$29.6K Hold
751
– – 0.01% 345
2023
Q2 		$29.8K Hold
751
– – 0.01% 365
2023
Q1 		$25.6K Buy
751
+109
+17% +$3.91K 0.01% 382
2022
Q4 		$20K Sell
642
-36
-5% -$1.02K ﹤0.01% 361
2022
Q3 		$18K Sell
678
-1,298
-66% -$40.3K ﹤0.01% 360
2022
Q2 		$65K Buy
1,976
+576
+41% +$18.7K 0.02% 247
2022
Q1 		$48K Hold
1,400
– – 0.01% 313
2021
Q4 		$42K Hold
1,400
– – 0.01% 330
2021
Q3 		$37K Hold
1,400
– – 0.01% 335
2021
Q2 		$40K Hold
1,400
– – 0.01% 327
2021
Q1 		$41K Hold
1,400
– – 0.01% 303
2020
Q4 		$36K Sell
1,400
-117
-8% -$2.78K 0.01% 294
2020
Q3 		$30K Buy
1,517
+117
+8% +$2.56K 0.01% 277
2020
Q2 		$33K Hold
1,400
– – 0.01% 263
2020
Q1 		$39K Buy
+1,400
New +$48.6K 0.02% 232

Other funds holding HSBC

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

HHM Wealth Advisors's HSBC Position: Q2 2026 in Review

HHM Wealth Advisors increased its HSBC (HSBC) stake by 49% in Q2 2026, buying an estimated $7.03K and bringing the position to 235 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

HHM Wealth Advisors first reported a position in HSBC in Q1 2020 and has held it in 26 quarters since. The position peaked at $65K in Q2 2022. 221 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • HHM Wealth Advisors held 235 shares of HSBC worth $22.3K as of Q2 2026.
  • HHM Wealth Advisors bought 77 HSBC shares in Q2 2026, an estimated $7.03K.
  • HSBC made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #510 holding.
  • HHM Wealth Advisors first reported a position in HSBC in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's HSBC position peaked at $65K in Q2 2022.
  • 221 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.