Opal Wealth Advisors’s HSBC HSBC Stock Holding History

Opal Wealth 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	–	Sell	-265	Closed	-$21.9K	–	381
2026 Q1	$21.9K	Buy	+265	New	+$22.4K	﹤0.01%	581
2025 Q3	–	Sell	-511	Closed	-$31.1K	–	345
2025 Q2	$31.1K	Buy	+511	New	+$29.1K	0.01%	465

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Opal Wealth Advisors's HSBC Position: Q2 2026 in Review

Opal Wealth Advisors sold out of HSBC (HSBC) in Q2 2026, closing a stake of 265 shares — an estimated $21.9K sold.

Opal Wealth Advisors first reported a position in HSBC in Q2 2025 and held it in 2 quarters. The position peaked at $31.1K in Q2 2025. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Opal Wealth Advisors reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 265 HSBC shares in Q2 2026, an estimated $21.9K.
Opal Wealth Advisors first reported a position in HSBC in Q2 2025 and held it in 2 quarters.
Opal Wealth Advisors's HSBC position peaked at $31.1K in Q2 2025.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.