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 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 $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kestra Advisory Services's HSBC Position: Q1 2026 in Review

Kestra Advisory Services reduced its HSBC (HSBC) stake by 9.8% in Q1 2026, selling an estimated $54.8K and leaving 5,986 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Kestra Advisory Services first reported a position in HSBC in Q2 2023 and has held it in 9 quarters since. The position peaked at $522K in Q4 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Kestra Advisory Services held 5,986 shares of HSBC worth $494K as of Q1 2026.
Kestra Advisory Services sold 647 HSBC shares in Q1 2026, an estimated $54.8K.
HSBC made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2237 holding.
Kestra Advisory Services first reported a position in HSBC in Q2 2023 and has held it in 9 quarters since.
Kestra Advisory Services's HSBC position peaked at $522K in Q4 2025.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.