IAA
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Independent Advisor Alliance’s HSBC HSBC Stock Holding History

Independent Advisor Alliance’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 		$955K Sell
10,043
-857
-8% -$78.2K 0.02% 476
2026
Q1 		$899K Sell
10,900
-703
-6% -$59.5K 0.01% 873
2025
Q4 		$913K Buy
11,603
+3,973
+52% +$284K 0.02% 492
2025
Q3 		$542K Buy
7,630
+574
+8% +$37.3K 0.01% 597
2025
Q2 		$429K Buy
7,056
+1,808
+34% +$103K 0.01% 631
2025
Q1 		$301K Buy
5,248
+20
+0.4% +$1.09K 0.01% 657
2024
Q4 		$259K Buy
+5,228
New +$243K ﹤0.01% 1193

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Independent Advisor Alliance's HSBC Position: Q2 2026 in Review

Independent Advisor Alliance reduced its HSBC (HSBC) stake by 7.9% in Q2 2026, selling an estimated $78.2K and leaving 10,043 shares worth $955K. The position accounts for 0.02% of the portfolio, ranked #476.

Independent Advisor Alliance first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Independent Advisor Alliance held 10,043 shares of HSBC worth $955K as of Q2 2026.
  • Independent Advisor Alliance sold 857 HSBC shares in Q2 2026, an estimated $78.2K.
  • HSBC made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #476 holding.
  • Independent Advisor Alliance first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.