RCA
HSBC icon

Resonant Capital Advisors’s HSBC HSBC Stock Holding History

Resonant Capital 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 		$542K Buy
5,699
+1,164
+26% +$106K 0.03% 279
2026
Q1 		$386K Buy
4,535
+340
+8% +$28.8K 0.02% 322
2025
Q4 		$330K Buy
4,195
+114
+3% +$8.15K 0.02% 321
2025
Q3 		$290K Buy
+4,081
New +$265K 0.02% 335

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Resonant Capital Advisors's HSBC Position: Q2 2026 in Review

Resonant Capital Advisors increased its HSBC (HSBC) stake by 26% in Q2 2026, buying an estimated $106K and bringing the position to 5,699 shares worth $542K. The position accounts for 0.03% of the portfolio, ranked #279.

Resonant Capital Advisors first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 417 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Resonant Capital Advisors held 5,699 shares of HSBC worth $542K as of Q2 2026.
  • Resonant Capital Advisors bought 1,164 HSBC shares in Q2 2026, an estimated $106K.
  • HSBC made up 0.03% of Resonant Capital Advisors's portfolio in Q2 2026, its #279 holding.
  • Resonant Capital Advisors first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
  • 417 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.