MPPW
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Mitchell & Pahl Private Wealth’s HSBC HSBC Stock Holding History

Mitchell & Pahl Private Wealth’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
Q3 		$2.28M Buy
22,987
+265
+1% +$27.1K 0.82% 51
2026
Q2 		$2.16M Buy
22,722
+244
+1% +$22.3K 0.79% 55
2026
Q1 		$1.85M Sell
22,478
-415
-2% -$35.1K 0.75% 57
2025
Q4 		$1.8M Sell
22,893
-443
-2% -$31.7K 0.75% 54
2025
Q3 		$1.66M Sell
23,336
-82
-0.4% -$5.33K 0.69% 56
2025
Q2 		$1.42M Buy
23,418
+462
+2% +$26.3K 0.63% 62
2025
Q1 		$1.32M Sell
22,956
-821
-3% -$44.9K 0.61% 59
2024
Q4 		$1.18M Buy
23,777
+1,159
+5% +$53.8K 0.55% 67
2024
Q3 		$1.02M Buy
22,618
+675
+3% +$29.3K 0.48% 78
2024
Q2 		$955K Sell
21,943
-242
-1% -$10.4K 0.5% 77
2024
Q1 		$873K Buy
22,185
+1,096
+5% +$42.8K 0.46% 81
2023
Q4 		$855K Buy
21,089
+36
+0.2% +$1.39K 0.49% 77
2023
Q3 		$831K Buy
21,053
+2,021
+11% +$79.6K 0.49% 74
2023
Q2 		$754K Buy
19,032
+1,299
+7% +$48.5K 0.46% 84
2023
Q1 		$605K Buy
17,733
+271
+2% +$9.7K 0.38% 97
2022
Q4 		$544K Buy
17,462
+3,992
+30% +$113K 0.36% 100
2022
Q3 		$351K Buy
13,470
+1,263
+10% +$39.2K 0.26% 117
2022
Q2 		$399K Buy
12,207
+1,412
+13% +$45.8K 0.28% 113
2022
Q1 		$369K Buy
10,795
+2,136
+25% +$73.7K 0.23% 121
2021
Q4 		$261K Buy
+8,659
New +$253K 0.17% 142
2021
Q3 		– Sell
-7,094
Closed -$205K – 161
2021
Q2 		$205K Buy
+7,094
New +$217K 0.15% 150

Other funds holding HSBC

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Mitchell & Pahl Private Wealth's HSBC Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its HSBC (HSBC) stake by 1.2% in Q3 2026, buying an estimated $27.1K and bringing the position to 22,987 shares worth $2.28M. The position accounts for 0.82% of the portfolio, ranked #51.

Mitchell & Pahl Private Wealth first reported a position in HSBC in Q2 2021 and has held it in 21 quarters since. 108 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 22,987 shares of HSBC worth $2.28M as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 265 HSBC shares in Q3 2026, an estimated $27.1K.
  • HSBC made up 0.82% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #51 holding.
  • Mitchell & Pahl Private Wealth first reported a position in HSBC in Q2 2021 and has held it in 21 quarters since.
  • 108 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.