NWAG
HSBC icon

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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Net Worth Advisory Group's HSBC Position: Q2 2026 in Review

Net Worth Advisory Group increased its HSBC (HSBC) stake by 1.5% in Q2 2026, buying an estimated $8.49K and bringing the position to 6,475 shares worth $616K. The position accounts for 0.16% of the portfolio, ranked #151.

Net Worth Advisory Group first reported a position in HSBC in Q3 2024 and has held it in 8 quarters since. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Net Worth Advisory Group held 6,475 shares of HSBC worth $616K as of Q2 2026.
  • Net Worth Advisory Group bought 93 HSBC shares in Q2 2026, an estimated $8.49K.
  • HSBC made up 0.16% of Net Worth Advisory Group's portfolio in Q2 2026, its #151 holding.
  • Net Worth Advisory Group first reported a position in HSBC in Q3 2024 and has held it in 8 quarters since.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.