J.W. Cole Advisors’s HSBC HSBC Stock Holding History

J.W. Cole 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	$213K	Buy	+2,236	New	+$204K	﹤0.01%	1478
2023 Q2	–	Sell	-10,034	Closed	-$342K	–	784
2023 Q1	$342K	Sell	10,034 -4,500	-31%	-$161K	0.02%	559
2022 Q4	$453K	Sell	14,534 -2,845	-16%	-$80.7K	0.03%	449
2022 Q3	$453K	Sell	17,379 -1,843	-10%	-$57.3K	0.04%	422
2022 Q2	$628K	Sell	19,222 -567	-3%	-$18.4K	0.05%	349
2022 Q1	$677K	Sell	19,789 -350	-2%	-$12.1K	0.05%	375
2021 Q4	$607K	Buy	20,139 +97	+0.5%	+$2.83K	0.04%	405
2021 Q3	$524K	Buy	+20,042	New	+$546K	0.04%	252
2021 Q2	–	Sell	-13,085	Closed	-$381K	–	747
2021 Q1	$381K	Buy	+13,085	New	+$374K	0.04%	457

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

J.W. Cole Advisors's HSBC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in HSBC (HSBC) in Q2 2026: 2,236 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1478 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in HSBC as recently as Q1 2023.

J.W. Cole Advisors first reported a position in HSBC in Q1 2021 and has held it in 9 quarters since. The position peaked at $677K in Q1 2022. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

J.W. Cole Advisors held 2,236 shares of HSBC worth $213K as of Q2 2026.
HSBC was a new J.W. Cole Advisors position in Q2 2026.
HSBC made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1478 holding.
J.W. Cole Advisors first reported a position in HSBC in Q1 2021 and has held it in 9 quarters since.
J.W. Cole Advisors's HSBC position peaked at $677K in Q1 2022.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.