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Medallion Wealth Advisors’s HSBC HSBC Stock Holding History

Medallion Wealth 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
Q1 		$518K Hold
6,280
– – 0.17% 123
2025
Q4 		$494K Sell
6,280
-207
-3% -$14.8K 0.17% 128
2025
Q3 		$460K Hold
6,487
– – 0.16% 133
2025
Q2 		$393K Hold
6,487
– – 0.15% 140
2025
Q1 		$372K Hold
6,487
– – 0.17% 131
2024
Q4 		$357K Buy
+6,487
New +$301K 0.18% 124

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Medallion Wealth Advisors's HSBC Position: Q1 2026 in Review

Medallion Wealth Advisors held its HSBC (HSBC) position steady in Q1 2026 at 6,280 shares worth $518K. The position accounts for 0.17% of the portfolio, ranked #123.

Medallion Wealth Advisors first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since. 640 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Medallion Wealth Advisors held 6,280 shares of HSBC worth $518K as of Q1 2026.
  • Medallion Wealth Advisors left its HSBC share count unchanged in Q1 2026.
  • HSBC made up 0.17% of Medallion Wealth Advisors's portfolio in Q1 2026, its #123 holding.
  • Medallion Wealth Advisors first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since.
  • 640 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.