JWA
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JFS Wealth Advisors’s HSBC HSBC Stock Holding History

JFS Wealth 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 		$135K Sell
1,423
-90
-6% -$8.21K 0.01% 387
2026
Q1 		$125K Sell
1,513
-177
-10% -$15K 0.01% 389
2025
Q4 		$133K Hold
1,690
– – 0.01% 366
2025
Q3 		$120K Sell
1,690
-195
-10% -$12.7K 0.01% 389
2025
Q2 		$115K Sell
1,885
-421
-18% -$24K 0.01% 355
2025
Q1 		$132K Hold
2,306
– – 0.01% 341
2024
Q4 		$114K Buy
2,306
+36
+2% +$1.67K 0.01% 348
2024
Q3 		$103K Buy
2,270
+32
+1% +$1.39K 0.01% 362
2024
Q2 		$97.4K Sell
2,238
-19
-0.8% -$818 0.01% 314
2024
Q1 		$88.8K Sell
2,257
-180
-7% -$7.03K 0.01% 337
2023
Q4 		$98.8K Buy
2,437
+1,571
+181% +$60.8K 0.01% 305
2023
Q3 		$34.2K Hold
866
– – ﹤0.01% 425
2023
Q2 		$34.3K Buy
866
+154
+22% +$5.75K ﹤0.01% 428
2023
Q1 		$24.3K Buy
712
+47
+7% +$1.69K ﹤0.01% 486
2022
Q4 		$20.7K Buy
665
+150
+29% +$4.26K ﹤0.01% 529
2022
Q3 		$13K Sell
515
-701
-58% -$21.8K ﹤0.01% 658
2022
Q2 		$40K Buy
1,216
+162
+15% +$5.25K ﹤0.01% 435
2022
Q1 		$36K Buy
1,054
+821
+352% +$28.3K ﹤0.01% 486
2021
Q4 		$7K Buy
+233
New +$6.8K ﹤0.01% 738
2020
Q1 		– Sell
-262
Closed -$10K – 530
2019
Q4 		$10K Hold
262
– – ﹤0.01% 372
2019
Q3 		$10K Hold
262
– – ﹤0.01% 370
2019
Q2 		$11K Buy
262
+3
+1% +$126 ﹤0.01% 361
2019
Q1 		$10K Sell
259
-7
-3% -$282 ﹤0.01% 355
2018
Q4 		$11K Buy
266
+101
+61% +$4.04K ﹤0.01% 340
2018
Q3 		$7K Sell
165
-2
-1% -$87 ﹤0.01% 435
2018
Q2 		$7K Sell
167
-112
-40% -$5.14K ﹤0.01% 392
2018
Q1 		$12K Sell
279
-125
-31% -$5.95K ﹤0.01% 358
2017
Q4 		$19K Buy
404
+113
+39% +$5.11K ﹤0.01% 336
2017
Q3 		$13K Sell
291
-1,557
-84% -$68.9K ﹤0.01% 355
2017
Q2 		$78K Sell
1,848
-31
-2% -$1.2K 0.02% 189
2017
Q1 		$68K Hold
1,879
– – 0.02% 199
2016
Q4 		$68K Sell
1,879
-22
-1% -$780 0.02% 199
2016
Q3 		$65K Sell
1,901
-7
-0.4% -$220 0.02% 212
2016
Q2 		$53K Buy
1,908
+68
+4% +$1.92K 0.01% 245
2016
Q1 		$51K Hold
1,840
– – 0.02% 237
2015
Q4 		$65K Buy
1,840
+4
+0.2% +$141 0.02% 223
2015
Q3 		$62K Buy
1,836
+123
+7% +$4.6K 0.03% 191
2015
Q2 		$68K Sell
1,713
-14
-0.8% -$583 0.03% 157
2015
Q1 		$65K Buy
1,727
+17
+1% +$663 0.03% 159
2014
Q4 		$70K Sell
1,710
-8,316
-83% -$355K 0.01% 155
2014
Q3 		$148K Buy
10,026
+8,316
+486% +$379K 0.03% 97
2014
Q2 		$75K Buy
+1,710
New +$76.2K 0.01% 145

Other funds holding HSBC

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JFS Wealth Advisors's HSBC Position: Q2 2026 in Review

JFS Wealth Advisors reduced its HSBC (HSBC) stake by 5.9% in Q2 2026, selling an estimated $8.21K and leaving 1,423 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #387.

JFS Wealth Advisors first reported a position in HSBC in Q2 2014 and has held it in 42 quarters since. The position peaked at $148K in Q3 2014. 297 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • JFS Wealth Advisors held 1,423 shares of HSBC worth $135K as of Q2 2026.
  • JFS Wealth Advisors sold 90 HSBC shares in Q2 2026, an estimated $8.21K.
  • HSBC made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #387 holding.
  • JFS Wealth Advisors first reported a position in HSBC in Q2 2014 and has held it in 42 quarters since.
  • JFS Wealth Advisors's HSBC position peaked at $148K in Q3 2014.
  • 297 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.