Intergy Private Wealth
HSBC icon

Intergy Private Wealth’s HSBC HSBC Stock Holding History

Intergy Private Wealth’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 		$360K Buy
3,620
+101
+3% +$10.3K 0.08% 87
2026
Q2 		$335K Buy
3,519
+334
+10% +$30.5K 0.08% 94
2026
Q1 		$263K Buy
3,185
+283
+10% +$24K 0.08% 96
2025
Q4 		$228K Buy
+2,902
New +$208K 0.07% 102

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Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
FCG Investment Company
FCG Investment Company Germantown, Tennessee $304M AUM
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Intergy Private Wealth's HSBC Position: Q3 2026 in Review

Intergy Private Wealth increased its HSBC (HSBC) stake by 2.9% in Q3 2026, buying an estimated $10.3K and bringing the position to 3,620 shares worth $360K. The position accounts for 0.08% of the portfolio, ranked #87.

Intergy Private Wealth first reported a position in HSBC in Q4 2025 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Intergy Private Wealth held 3,620 shares of HSBC worth $360K as of Q3 2026.
  • Intergy Private Wealth bought 101 HSBC shares in Q3 2026, an estimated $10.3K.
  • HSBC made up 0.08% of Intergy Private Wealth's portfolio in Q3 2026, its #87 holding.
  • Intergy Private Wealth first reported a position in HSBC in Q4 2025 and has held it in 4 quarters since.
  • 132 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.