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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
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

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

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

Physician Wealth Advisors increased its HSBC (HSBC) stake by 20% in Q2 2026, buying an estimated $5.2K and bringing the position to 346 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Physician Wealth Advisors first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since. 323 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Physician Wealth Advisors held 346 shares of HSBC worth $32.9K as of Q2 2026.
  • Physician Wealth Advisors bought 57 HSBC shares in Q2 2026, an estimated $5.2K.
  • HSBC made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #534 holding.
  • Physician Wealth Advisors first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since.
  • 323 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

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