N.E.W. Advisory Services’s HSBC HSBC Stock Holding History

N.E.W. Advisory Services’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	$29.8K	Buy	+300	New	+$30.7K	﹤0.01%	468

Other funds holding HSBC

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

N.E.W. Advisory Services's HSBC Position: Q3 2026 in Review

N.E.W. Advisory Services opened a new position in HSBC (HSBC) in Q3 2026: 300 shares worth $29.8K. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings.

477 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

N.E.W. Advisory Services held 300 shares of HSBC worth $29.8K as of Q3 2026.
HSBC was a new N.E.W. Advisory Services position in Q3 2026.
HSBC made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q3 2026, its #468 holding.
477 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on N.E.W. Advisory Services's 13F filing for Q3 2026, filed 9 Nov 2026.