Kestra Advisory Services’s HSBC HSBC Stock Holding History

Kestra Advisory Services’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	$990K	Buy	9,965 +4,779	+92%	+$489K	﹤0.01%	1980
2026 Q2	$493K	Sell	5,186 -800	-13%	-$73K	﹤0.01%	2358
2026 Q1	$494K	Sell	5,986 -647	-10%	-$54.8K	﹤0.01%	2237
2025 Q4	$522K	Buy	6,633 +742	+13%	+$53.1K	﹤0.01%	2110
2025 Q3	$418K	Buy	5,891 +833	+16%	+$54.2K	﹤0.01%	2183
2025 Q2	$307K	Buy	5,058 +147	+3%	+$8.37K	﹤0.01%	2329
2025 Q1	$282K	Buy	+4,911	New	+$269K	﹤0.01%	2205
2024 Q2	–	Sell	-6,167	Closed	-$243K	–	2646
2024 Q1	$243K	Sell	6,167 -35	-0.6%	-$1.37K	﹤0.01%	2146
2023 Q4	$251K	Sell	6,202 -1,465	-19%	-$56.7K	﹤0.01%	1967
2023 Q3	$303K	Buy	7,667 +2,021	+36%	+$79.6K	﹤0.01%	1650
2023 Q2	$224K	Buy	+5,646	New	+$211K	﹤0.01%	1836

Other funds holding HSBC

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kestra Advisory Services's HSBC Position: Q3 2026 in Review

Kestra Advisory Services increased its HSBC (HSBC) stake by 92% in Q3 2026, buying an estimated $489K and bringing the position to 9,965 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Kestra Advisory Services first reported a position in HSBC in Q2 2023 and has held it in 11 quarters since. 554 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Kestra Advisory Services held 9,965 shares of HSBC worth $990K as of Q3 2026.
Kestra Advisory Services bought 4,779 HSBC shares in Q3 2026, an estimated $489K.
HSBC made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1980 holding.
Kestra Advisory Services first reported a position in HSBC in Q2 2023 and has held it in 11 quarters since.
554 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.