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Kingsview Wealth Management’s HSBC HSBC Stock Holding History

Kingsview Wealth Management’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 		$275K Buy
+2,895
New +$264K ﹤0.01% 1227
2025
Q3 		– Sell
-3,741
Closed -$227K – 1245
2025
Q2 		$227K Buy
+3,741
New +$213K ﹤0.01% 1061

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kingsview Wealth Management's HSBC Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in HSBC (HSBC) in Q2 2026: 2,895 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #1227 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in HSBC as recently as Q2 2025.

Kingsview Wealth Management first reported a position in HSBC in Q2 2025 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Kingsview Wealth Management held 2,895 shares of HSBC worth $275K as of Q2 2026.
  • HSBC was a new Kingsview Wealth Management position in Q2 2026.
  • HSBC made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1227 holding.
  • Kingsview Wealth Management first reported a position in HSBC in Q2 2025 and has held it in 2 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.