Highline Wealth Partners
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Highline Wealth Partners’s HSBC HSBC Stock Holding History

Highline Wealth Partners’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
Q3 		$51.9K Buy
523
+107
+26% +$11K 0.01% 254
2026
Q2 		$39.6K Sell
416
-6
-1% -$548 0.01% 269
2026
Q1 		$34.8K Sell
422
-55
-12% -$4.66K 0.01% 213
2025
Q4 		$37.5K Buy
477
+10
+2% +$715 0.01% 159
2025
Q3 		$33.1K Buy
467
+81
+21% +$5.27K 0.01% 193
2025
Q2 		$23.5K Hold
386
– – 0.01% 203
2025
Q1 		$22.2K Buy
386
+153
+66% +$8.36K 0.01% 198
2024
Q4 		$11.5K Buy
233
+145
+165% +$6.73K ﹤0.01% 231
2024
Q3 		$3.98K Sell
88
-43
-33% -$1.86K ﹤0.01% 372
2024
Q2 		$5.7K Buy
+131
New +$5.64K ﹤0.01% 272

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TD Waterhouse Canada
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Generali Investments CEE
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Gradient Investments
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Old Port Advisors
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SignatureFD
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Davenport & Co
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Aaron Wealth Advisors
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Highline Wealth Partners's HSBC Position: Q3 2026 in Review

Highline Wealth Partners increased its HSBC (HSBC) stake by 26% in Q3 2026, buying an estimated $11K and bringing the position to 523 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #254.

Highline Wealth Partners first reported a position in HSBC in Q2 2024 and has held it in 10 quarters since. 179 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Highline Wealth Partners held 523 shares of HSBC worth $51.9K as of Q3 2026.
  • Highline Wealth Partners bought 107 HSBC shares in Q3 2026, an estimated $11K.
  • HSBC made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #254 holding.
  • Highline Wealth Partners first reported a position in HSBC in Q2 2024 and has held it in 10 quarters since.
  • 179 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.