LVW Advisors’s HSBC HSBC Stock Holding History

LVW Advisors’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	$2.4M	Buy	25,234 +11,957	+90%	+$1.09M	0.21%	67
2026 Q1	$1.1M	Buy	13,277 +9,877	+291%	+$836K	0.1%	109
2025 Q4	$267K	Buy	+3,400	New	+$243K	0.03%	290
2016 Q1	–	Sell	-7,150	Closed	-$251K	–	159
2015 Q4	$251K	Sell	7,150 -1,638	-19%	-$57.8K	0.1%	122
2015 Q3	$297K	Hold	8,788	–	–	0.14%	107
2015 Q2	$351K	Sell	8,788 -144	-2%	-$6K	0.15%	92
2015 Q1	$335K	Buy	8,932 +254	+3%	+$9.9K	0.16%	103
2014 Q4	$353K	Buy	+8,678	New	+$370K	0.19%	105

Other funds holding HSBC

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

QCM

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

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LVW Advisors's HSBC Position: Q2 2026 in Review

LVW Advisors increased its HSBC (HSBC) stake by 90% in Q2 2026, buying an estimated $1.09M and bringing the position to 25,234 shares worth $2.4M. The position accounts for 0.21% of the portfolio, ranked #67.

LVW Advisors first reported a position in HSBC in Q4 2014 and has held it in 8 quarters since. 297 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

LVW Advisors held 25,234 shares of HSBC worth $2.4M as of Q2 2026.
LVW Advisors bought 11,957 HSBC shares in Q2 2026, an estimated $1.09M.
HSBC made up 0.21% of LVW Advisors's portfolio in Q2 2026, its #67 holding.
LVW Advisors first reported a position in HSBC in Q4 2014 and has held it in 8 quarters since.
297 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.