Portside Wealth Group
HSBC icon

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
Q3 		$712K Sell
7,173
-403
-5% -$41.3K 0.08% 234
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

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Generali Investments CEE
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Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Davenport & Co
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Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Portside Wealth Group's HSBC Position: Q3 2026 in Review

Portside Wealth Group reduced its HSBC (HSBC) stake by 5.3% in Q3 2026, selling an estimated $41.3K and leaving 7,173 shares worth $712K. The position accounts for 0.08% of the portfolio, ranked #234.

Portside Wealth Group first reported a position in HSBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $720K in Q2 2026. 142 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Portside Wealth Group held 7,173 shares of HSBC worth $712K as of Q3 2026.
  • Portside Wealth Group sold 403 HSBC shares in Q3 2026, an estimated $41.3K.
  • HSBC made up 0.08% of Portside Wealth Group's portfolio in Q3 2026, its #234 holding.
  • Portside Wealth Group first reported a position in HSBC in Q3 2025 and has held it in 5 quarters since.
  • Portside Wealth Group's HSBC position peaked at $720K in Q2 2026.
  • 142 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

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