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Prospera Financial Services’s HSBC HSBC Stock Holding History

Prospera Financial Services’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 		$2.77M Sell
29,125
-1,000
-3% -$91.3K 0.04% 426
2026
Q1 		$2.49M Sell
30,125
-21,113
-41% -$1.79M 0.04% 440
2025
Q4 		$4.03M Buy
51,238
+14,933
+41% +$1.07M 0.07% 294
2025
Q3 		$2.58M Buy
36,305
+15,968
+79% +$1.04M 0.04% 416
2025
Q2 		$1.24M Buy
20,337
+7,072
+53% +$403K 0.02% 590
2025
Q1 		$762K Sell
13,265
-240
-2% -$13.1K 0.02% 638
2024
Q4 		$668K Sell
13,505
-277
-2% -$12.8K 0.02% 653
2024
Q3 		$623K Sell
13,782
-89
-0.6% -$3.86K 0.02% 645
2024
Q2 		$603K Sell
13,871
-64
-0.5% -$2.75K 0.02% 649
2024
Q1 		$548K Buy
13,935
+17
+0.1% +$664 0.02% 684
2023
Q4 		$564K Sell
13,918
-685
-5% -$26.5K 0.02% 620
2023
Q3 		$576K Sell
14,603
-1,097
-7% -$43.2K 0.02% 566
2023
Q2 		$622K Buy
+15,700
New +$586K 0.02% 549
2022
Q2 		– Sell
-464
Closed -$16K – 2056
2022
Q1 		$16K Buy
+464
New +$16K ﹤0.01% 1831
2020
Q4 		– Sell
-140
Closed -$3K – 1065
2020
Q3 		$3K Buy
+140
New +$3.07K ﹤0.01% 1384

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Prospera Financial Services's HSBC Position: Q2 2026 in Review

Prospera Financial Services reduced its HSBC (HSBC) stake by 3.3% in Q2 2026, selling an estimated $91.3K and leaving 29,125 shares worth $2.77M. The position accounts for 0.04% of the portfolio, ranked #426.

Prospera Financial Services first reported a position in HSBC in Q3 2020 and has held it in 15 quarters since. The position peaked at $4.03M in Q4 2025. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Prospera Financial Services held 29,125 shares of HSBC worth $2.77M as of Q2 2026.
  • Prospera Financial Services sold 1,000 HSBC shares in Q2 2026, an estimated $91.3K.
  • HSBC made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #426 holding.
  • Prospera Financial Services first reported a position in HSBC in Q3 2020 and has held it in 15 quarters since.
  • Prospera Financial Services's HSBC position peaked at $4.03M in Q4 2025.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.