OneDigital Investment Advisors’s HSBC HSBC Stock Holding History

OneDigital Investment Advisors’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	$493K	Sell	5,185 -1,948	-27%	-$178K	﹤0.01%	1040
2026 Q1	$588K	Buy	7,133 +431	+6%	+$36.5K	0.01%	880
2025 Q4	$527K	Buy	6,702 +1,062	+19%	+$75.9K	0.01%	921
2025 Q3	$400K	Buy	+5,640	New	+$367K	﹤0.01%	1036
2024 Q4	–	Sell	-5,826	Closed	-$263K	–	1453
2024 Q3	$263K	Buy	+5,826	New	+$253K	﹤0.01%	1230
2021 Q1	–	Sell	-7,897	Closed	-$205K	–	726
2020 Q4	$205K	Buy	+7,897	New	+$188K	0.01%	596
2019 Q3	–	Sell	-3,530	Closed	-$147K	–	823
2019 Q2	$147K	Sell	3,530 -42	-1%	-$1.76K	0.01%	425
2019 Q1	$143K	Sell	3,572 -189	-5%	-$7.62K	0.02%	321
2018 Q4	$149K	Sell	3,761 -81	-2%	-$3.24K	0.03%	293
2018 Q3	$161K	Sell	3,842 -74	-2%	-$3.21K	0.04%	207
2018 Q2	$174K	Sell	3,916 -103	-3%	-$4.72K	0.04%	238
2018 Q1	$179K	Sell	4,019 -393	-9%	-$18.7K	0.04%	239
2017 Q4	$208K	Hold	4,412	–	–	0.02%	225
2017 Q3	$199K	Hold	4,412	–	–	0.07%	150
2017 Q2	$187K	Buy	+4,412	New	+$171K	0.06%	209

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

OneDigital Investment Advisors's HSBC Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its HSBC (HSBC) stake by 27% in Q2 2026, selling an estimated $178K and leaving 5,185 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

OneDigital Investment Advisors first reported a position in HSBC in Q2 2017 and has held it in 15 quarters since. The position peaked at $588K in Q1 2026. 430 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

OneDigital Investment Advisors held 5,185 shares of HSBC worth $493K as of Q2 2026.
OneDigital Investment Advisors sold 1,948 HSBC shares in Q2 2026, an estimated $178K.
HSBC made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1040 holding.
OneDigital Investment Advisors first reported a position in HSBC in Q2 2017 and has held it in 15 quarters since.
OneDigital Investment Advisors's HSBC position peaked at $588K in Q1 2026.
430 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.