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 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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Principia Wealth Advisory's HSBC Position: Q2 2026 in Review

Principia Wealth Advisory increased its HSBC (HSBC) stake by 8.6% in Q2 2026, buying an estimated $1.92K and bringing the position to 266 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #164.

Principia Wealth Advisory first reported a position in HSBC in Q2 2025 and has held it in 5 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Principia Wealth Advisory held 266 shares of HSBC worth $25.3K as of Q2 2026.
Principia Wealth Advisory bought 21 HSBC shares in Q2 2026, an estimated $1.92K.
HSBC made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #164 holding.
Principia Wealth Advisory first reported a position in HSBC in Q2 2025 and has held it in 5 quarters since.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.