NWAG
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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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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. 710 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.
  • 710 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.