Nvest Wealth Strategies’s HSBC HSBC Stock Holding History

Nvest Wealth Strategies’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	$951	Hold	10	–	–	﹤0.01%	219
2026 Q1	$825	Buy	+10	New	+$847	﹤0.01%	233

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nvest Wealth Strategies's HSBC Position: Q2 2026 in Review

Nvest Wealth Strategies held its HSBC (HSBC) position steady in Q2 2026 at 10 shares worth $951. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Nvest Wealth Strategies first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since. 504 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Nvest Wealth Strategies held 10 shares of HSBC worth $951 as of Q2 2026.
Nvest Wealth Strategies left its HSBC share count unchanged in Q2 2026.
HSBC made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #219 holding.
Nvest Wealth Strategies first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since.
504 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.