Physician Wealth Advisors
HSBC icon

Physician Wealth Advisors’s HSBC HSBC Stock Holding History

Physician 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
Q3 		$36.7K Buy
370
+24
+7% +$2.46K ﹤0.01% 536
2026
Q2 		$32.9K Buy
346
+57
+20% +$5.2K ﹤0.01% 534
2026
Q1 		$23.8K Buy
289
+6
+2% +$508 ﹤0.01% 576
2025
Q4 		$22.3K Hold
283
– – ﹤0.01% 561
2025
Q3 		$20.1K Buy
283
+7
+3% +$455 ﹤0.01% 574
2025
Q2 		$16.8K Buy
276
+13
+5% +$740 ﹤0.01% 548
2025
Q1 		$15.1K Buy
263
+19
+8% +$1.04K ﹤0.01% 539
2024
Q4 		$12.1K Buy
+244
New +$11.3K ﹤0.01% 602

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Physician Wealth Advisors's HSBC Position: Q3 2026 in Review

Physician Wealth Advisors increased its HSBC (HSBC) stake by 6.9% in Q3 2026, buying an estimated $2.46K and bringing the position to 370 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Physician Wealth Advisors first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since. 631 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Physician Wealth Advisors held 370 shares of HSBC worth $36.7K as of Q3 2026.
  • Physician Wealth Advisors bought 24 HSBC shares in Q3 2026, an estimated $2.46K.
  • HSBC made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #536 holding.
  • Physician Wealth Advisors first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since.
  • 631 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.