Riversedge Advisors
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Riversedge Advisors’s HSBC HSBC Stock Holding History

Riversedge 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
Q3 		$846K Buy
8,520
+652
+8% +$66.8K 0.1% 83
2026
Q2 		$748K Buy
7,868
+642
+9% +$58.6K 0.1% 82
2026
Q1 		$596K Buy
7,226
+154
+2% +$13K 0.1% 74
2025
Q4 		$556K Sell
7,072
-153
-2% -$10.9K 0.09% 72
2025
Q3 		$513K Buy
7,225
+842
+13% +$54.7K 0.09% 73
2025
Q2 		$388K Buy
6,383
+259
+4% +$14.7K 0.08% 70
2025
Q1 		$352K Buy
6,124
+1,382
+29% +$75.6K 0.08% 78
2024
Q4 		$235K Buy
+4,742
New +$220K 0.05% 89

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Riversedge Advisors's HSBC Position: Q3 2026 in Review

Riversedge Advisors increased its HSBC (HSBC) stake by 8.3% in Q3 2026, buying an estimated $66.8K and bringing the position to 8,520 shares worth $846K. The position accounts for 0.1% of the portfolio, ranked #83.

Riversedge Advisors first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since. 477 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Riversedge Advisors held 8,520 shares of HSBC worth $846K as of Q3 2026.
  • Riversedge Advisors bought 652 HSBC shares in Q3 2026, an estimated $66.8K.
  • HSBC made up 0.1% of Riversedge Advisors's portfolio in Q3 2026, its #83 holding.
  • Riversedge Advisors first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since.
  • 477 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.