Legacy Wealth Asset Management’s HSBC HSBC Stock Holding History

Legacy Wealth Asset 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	$1.06M	Sell	11,194 -227	-2%	-$20.7K	0.23%	118
2026 Q1	$942K	Sell	11,421 -122	-1%	-$10.3K	0.23%	131
2025 Q4	$908K	Sell	11,543 -278	-2%	-$19.9K	0.22%	131
2025 Q3	$839K	Sell	11,821 -171	-1%	-$11.1K	0.2%	136
2025 Q2	$729K	Sell	11,992 -602	-5%	-$34.3K	0.19%	156
2025 Q1	$723K	Sell	12,594 -410	-3%	-$22.4K	0.2%	152
2024 Q4	$643K	Sell	13,004 -111	-0.8%	-$5.15K	0.18%	181
2024 Q3	$593K	Buy	13,115 +64	+0.5%	+$2.77K	0.16%	213
2024 Q2	$568K	Buy	13,051 +230	+2%	+$9.9K	0.16%	204
2024 Q1	$505K	Buy	12,821 +191	+2%	+$7.46K	0.14%	230
2023 Q4	$512K	Buy	12,630 +145	+1%	+$5.61K	0.17%	219
2023 Q3	$493K	Buy	12,485 +168	+1%	+$6.62K	0.18%	199
2023 Q2	$488K	Buy	12,317 +60	+0.5%	+$2.24K	0.17%	203
2023 Q1	$418K	Sell	12,257 -2,536	-17%	-$91K	0.15%	243
2022 Q4	$461K	Sell	14,793 -652	-4%	-$18.5K	0.18%	201
2022 Q3	$403K	Buy	+15,445	New	+$480K	0.18%	205

Other funds holding HSBC

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return