Kestra Private Wealth Services’s HSBC HSBC Stock Holding History

Kestra Private Wealth 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 Q2	$1.16M	Buy	12,187 +9,182	+306%	+$838K	0.01%	821
2026 Q1	$248K	Buy	3,005 +144	+5%	+$12.2K	﹤0.01%	1543
2025 Q4	$225K	Sell	2,861 -348	-11%	-$24.9K	﹤0.01%	1553
2025 Q3	$228K	Buy	+3,209	New	+$209K	﹤0.01%	1503
2025 Q2	–	Sell	-3,989	Closed	-$229K	–	1639
2025 Q1	$229K	Buy	+3,989	New	+$218K	﹤0.01%	1321
2024 Q1	–	Sell	-5,092	Closed	-$206K	–	1336
2023 Q4	$206K	Buy	+5,092	New	+$197K	0.01%	1096

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

Kestra Private Wealth Services's HSBC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its HSBC (HSBC) stake by 306% in Q2 2026, buying an estimated $838K and bringing the position to 12,187 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #821.

Kestra Private Wealth Services first reported a position in HSBC in Q4 2023 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Kestra Private Wealth Services held 12,187 shares of HSBC worth $1.16M as of Q2 2026.
Kestra Private Wealth Services bought 9,182 HSBC shares in Q2 2026, an estimated $838K.
HSBC made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #821 holding.
Kestra Private Wealth Services first reported a position in HSBC in Q4 2023 and has held it in 6 quarters since.
713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.