Net Worth Advisory Group’s HSBC HSBC Stock Holding History

Net Worth Advisory Group’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	$367K	Sell	3,833 -2,642	-41%	-$271K	0.09%	224
2026 Q2	$616K	Buy	6,475 +93	+1%	+$8.49K	0.16%	151
2026 Q1	$526K	Sell	6,382 -84	-1%	-$7.11K	0.11%	193
2025 Q4	$509K	Buy	6,466 +146	+2%	+$10.4K	0.1%	207
2025 Q3	$449K	Sell	6,320 -322	-5%	-$20.9K	0.13%	178
2025 Q2	$404K	Buy	6,642 +91	+1%	+$5.18K	0.09%	228
2025 Q1	$376K	Sell	6,551 -359	-5%	-$19.6K	0.12%	202
2024 Q4	$342K	Sell	6,910 -238	-3%	-$11K	0.1%	221
2024 Q3	$323K	Buy	+7,148	New	+$310K	0.1%	249

Other funds holding HSBC

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $304M AUM

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Net Worth Advisory Group's HSBC Position: Q3 2026 in Review

Net Worth Advisory Group reduced its HSBC (HSBC) stake by 41% in Q3 2026, selling an estimated $271K and leaving 3,833 shares worth $367K. The position accounts for 0.09% of the portfolio, ranked #224.

Net Worth Advisory Group first reported a position in HSBC in Q3 2024 and has held it in 9 quarters since. The position peaked at $616K in Q2 2026. 132 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Net Worth Advisory Group held 3,833 shares of HSBC worth $367K as of Q3 2026.
Net Worth Advisory Group sold 2,642 HSBC shares in Q3 2026, an estimated $271K.
HSBC made up 0.09% of Net Worth Advisory Group's portfolio in Q3 2026, its #224 holding.
Net Worth Advisory Group first reported a position in HSBC in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's HSBC position peaked at $616K in Q2 2026.
132 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.