Mission Wealth Management’s HSBC HSBC Stock Holding History

Mission 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	$1M	Buy	10,521 +1,669	+19%	+$152K	0.01%	482
2026 Q1	$730K	Sell	8,852 -220	-2%	-$18.6K	0.02%	392
2025 Q4	$714K	Sell	9,072 -379	-4%	-$27.1K	0.01%	404
2025 Q3	$671K	Buy	9,451 +289	+3%	+$18.8K	0.01%	411
2025 Q2	$557K	Buy	9,162 +298	+3%	+$17K	0.01%	448
2025 Q1	$509K	Sell	8,864 -298	-3%	-$16.3K	0.01%	441
2024 Q4	$453K	Buy	9,162 +1,067	+13%	+$49.5K	0.01%	445
2024 Q3	$366K	Buy	8,095 +147	+2%	+$6.37K	0.01%	503
2024 Q2	$346K	Buy	7,948 +1,637	+26%	+$70.4K	0.01%	504
2024 Q1	$248K	Buy	6,311 +1,115	+21%	+$43.5K	0.01%	590
2023 Q4	$211K	Buy	+5,196	New	+$201K	0.01%	537
2023 Q1	–	Sell	-7,629	Closed	-$238K	–	549
2022 Q4	$238K	Buy	+7,629	New	+$217K	0.01%	456

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

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

Mission Wealth Management increased its HSBC (HSBC) stake by 19% in Q2 2026, buying an estimated $152K and bringing the position to 10,521 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #482.

Mission Wealth Management first reported a position in HSBC in Q4 2022 and has held it in 12 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Mission Wealth Management held 10,521 shares of HSBC worth $1M as of Q2 2026.
Mission Wealth Management bought 1,669 HSBC shares in Q2 2026, an estimated $152K.
HSBC made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #482 holding.
Mission Wealth Management first reported a position in HSBC in Q4 2022 and has held it in 12 quarters since.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.