PWG
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Portside Wealth Group’s HSBC HSBC Stock Holding History

Portside Wealth Group’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 		$720K Sell
7,576
-1,126
-13% -$103K 0.08% 237
2026
Q1 		$718K Buy
8,702
+961
+12% +$81.4K 0.1% 206
2025
Q4 		$609K Buy
7,741
+3,466
+81% +$248K 0.08% 220
2025
Q3 		$303K Buy
+4,275
New +$278K 0.04% 374

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Portside Wealth Group's HSBC Position: Q2 2026 in Review

Portside Wealth Group reduced its HSBC (HSBC) stake by 13% in Q2 2026, selling an estimated $103K and leaving 7,576 shares worth $720K. The position accounts for 0.08% of the portfolio, ranked #237.

Portside Wealth Group first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Portside Wealth Group held 7,576 shares of HSBC worth $720K as of Q2 2026.
  • Portside Wealth Group sold 1,126 HSBC shares in Q2 2026, an estimated $103K.
  • HSBC made up 0.08% of Portside Wealth Group's portfolio in Q2 2026, its #237 holding.
  • Portside Wealth Group first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.