Integrated Advisors Network
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Integrated Advisors Network’s HSBC HSBC Stock Holding History

Integrated Advisors Network’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 		$384K Buy
3,862
+223
+6% +$22.8K 0.02% 512
2026
Q2 		$346K Buy
3,639
+68
+2% +$6.2K 0.02% 532
2026
Q1 		$295K Buy
3,571
+134
+4% +$11.3K 0.02% 564
2025
Q4 		$270K Sell
3,437
-18
-0.5% -$1.29K 0.01% 628
2025
Q3 		$245K Sell
3,455
-23
-0.7% -$1.5K 0.01% 695
2025
Q2 		$211K Buy
+3,478
New +$198K 0.01% 711

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Integrated Advisors Network's HSBC Position: Q3 2026 in Review

Integrated Advisors Network increased its HSBC (HSBC) stake by 6.1% in Q3 2026, buying an estimated $22.8K and bringing the position to 3,862 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #512.

Integrated Advisors Network first reported a position in HSBC in Q2 2025 and has held it in 6 quarters since. 477 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Integrated Advisors Network held 3,862 shares of HSBC worth $384K as of Q3 2026.
  • Integrated Advisors Network bought 223 HSBC shares in Q3 2026, an estimated $22.8K.
  • HSBC made up 0.02% of Integrated Advisors Network's portfolio in Q3 2026, its #512 holding.
  • Integrated Advisors Network first reported a position in HSBC in Q2 2025 and has held it in 6 quarters since.
  • 477 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.