RWS
HSBC icon

Retirement Wealth Solutions’s HSBC HSBC Stock Holding History

Retirement Wealth Solutions’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 		$34.9K Hold
367
– – 0.02% 115
2026
Q1 		$30.3K Sell
367
-52
-12% -$4.4K 0.02% 113
2025
Q4 		$33K Sell
419
-28
-6% -$2K 0.02% 118
2025
Q3 		$31.7K Buy
+447
New +$29.1K 0.02% 120

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Wealth Solutions's HSBC Position: Q2 2026 in Review

Retirement Wealth Solutions held its HSBC (HSBC) position steady in Q2 2026 at 367 shares worth $34.9K. The position accounts for 0.02% of the portfolio, ranked #115.

Retirement Wealth Solutions first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Retirement Wealth Solutions held 367 shares of HSBC worth $34.9K as of Q2 2026.
  • Retirement Wealth Solutions left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.02% of Retirement Wealth Solutions's portfolio in Q2 2026, its #115 holding.
  • Retirement Wealth Solutions first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.