Prime Capital Investment Advisors’s HSBC HSBC Stock Holding History

Prime Capital Investment 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	$2.66M	Sell	27,982 -1,495	-5%	-$136K	0.03%	340
2026 Q1	$2.43M	Sell	29,477 -10,407	-26%	-$881K	0.03%	331
2025 Q4	$3.14M	Buy	39,884 +1,412	+4%	+$101K	0.04%	273
2025 Q3	$2.73M	Buy	38,472 +10,100	+36%	+$657K	0.03%	291
2025 Q2	$1.72M	Buy	28,372 +19,980	+238%	+$1.14M	0.02%	352
2025 Q1	$482K	Buy	8,392 +119	+1%	+$6.51K	0.01%	678
2024 Q4	$409K	Buy	8,273 +5	+0.1%	+$232	0.01%	622
2024 Q3	$374K	Buy	8,268 +341	+4%	+$14.8K	0.01%	666
2024 Q2	$345K	Sell	7,927 -53	-0.7%	-$2.28K	0.01%	681
2024 Q1	$314K	Sell	7,980 -710	-8%	-$27.7K	﹤0.01%	764
2023 Q4	$352K	Buy	+8,690	New	+$336K	0.01%	693

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

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

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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Prime Capital Investment Advisors's HSBC Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its HSBC (HSBC) stake by 5.1% in Q2 2026, selling an estimated $136K and leaving 27,982 shares worth $2.66M. The position accounts for 0.03% of the portfolio, ranked #340.

Prime Capital Investment Advisors first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.14M in Q4 2025. 538 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Prime Capital Investment Advisors held 27,982 shares of HSBC worth $2.66M as of Q2 2026.
Prime Capital Investment Advisors sold 1,495 HSBC shares in Q2 2026, an estimated $136K.
HSBC made up 0.03% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #340 holding.
Prime Capital Investment Advisors first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since.
Prime Capital Investment Advisors's HSBC position peaked at $3.14M in Q4 2025.
538 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.