Principia Wealth Advisory
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Principia Wealth Advisory’s HSBC HSBC Stock Holding History

Principia Wealth Advisory’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 		$29.8K Buy
300
+34
+13% +$3.48K 0.02% 155
2026
Q2 		$25.3K Buy
266
+21
+9% +$1.92K 0.01% 164
2026
Q1 		$20.2K Buy
245
+64
+35% +$5.42K 0.01% 159
2025
Q4 		$14.2K Hold
181
– – 0.01% 173
2025
Q3 		$12.8K Buy
181
+115
+174% +$7.48K 0.01% 183
2025
Q2 		$4.01K Buy
+66
New +$3.76K ﹤0.01% 266

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

Principia Wealth Advisory's HSBC Position: Q3 2026 in Review

Principia Wealth Advisory increased its HSBC (HSBC) stake by 13% in Q3 2026, buying an estimated $3.48K and bringing the position to 300 shares worth $29.8K. The position accounts for 0.02% of the portfolio, ranked #155.

Principia Wealth Advisory first reported a position in HSBC in Q2 2025 and has held it in 6 quarters since. 631 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Principia Wealth Advisory held 300 shares of HSBC worth $29.8K as of Q3 2026.
  • Principia Wealth Advisory bought 34 HSBC shares in Q3 2026, an estimated $3.48K.
  • HSBC made up 0.02% of Principia Wealth Advisory's portfolio in Q3 2026, its #155 holding.
  • Principia Wealth Advisory first reported a position in HSBC in Q2 2025 and has held it in 6 quarters since.
  • 631 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.