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Safeguard Investment Advisory Group’s HSBC HSBC Stock Holding History

Safeguard Investment Advisory Group’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 		$365K Sell
3,843
-107
-3% -$9.76K 0.08% 111
2026
Q1 		$326K Sell
3,950
-202
-5% -$17.1K 0.09% 92
2025
Q4 		$327K Sell
4,152
-515
-11% -$36.8K 0.08% 95
2025
Q3 		$331K Buy
4,667
+6
+0.1% +$390 0.08% 97
2025
Q2 		$283K Buy
4,661
+103
+2% +$5.86K 0.07% 110
2025
Q1 		$262K Sell
4,558
-167
-4% -$9.13K 0.07% 110
2024
Q4 		$234K Sell
4,725
-151
-3% -$7K 0.06% 95
2024
Q3 		$220K Sell
4,876
-1
-0% -$43 0.06% 101
2024
Q2 		$212K Sell
4,877
-895
-16% -$38.5K 0.07% 97
2024
Q1 		$227K Sell
5,772
-312
-5% -$12.2K 0.08% 92
2023
Q4 		$247K Sell
6,084
-276
-4% -$10.7K 0.09% 79
2023
Q3 		$251K Sell
6,360
-360
-5% -$14.2K 0.11% 76
2023
Q2 		$266K Sell
6,720
-2,689
-29% -$100K 0.11% 78
2023
Q1 		$321K Sell
9,409
-4,302
-31% -$154K 0.15% 75
2022
Q4 		$427K Sell
13,711
-70
-0.5% -$1.99K 0.26% 54
2022
Q3 		$359K Sell
13,781
-1,102
-7% -$34.2K 0.25% 58
2022
Q2 		$509K Hold
14,883
– – 0.31% 51
2022
Q1 		$509K Sell
14,883
-349
-2% -$12K 0.35% 45
2021
Q4 		$459K Sell
15,232
-677
-4% -$19.8K 0.27% 53
2021
Q3 		$416K Sell
15,909
-396
-2% -$10.8K 0.27% 54
2021
Q2 		$470K Sell
16,305
-612
-4% -$18.7K 0.33% 51
2021
Q1 		$492K Sell
16,917
-713
-4% -$20.4K 0.44% 43
2020
Q4 		$456K Buy
+17,630
New +$419K 0.4% 46

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

Safeguard Investment Advisory Group's HSBC Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its HSBC (HSBC) stake by 2.7% in Q2 2026, selling an estimated $9.76K and leaving 3,843 shares worth $365K. The position accounts for 0.08% of the portfolio, ranked #111.

Safeguard Investment Advisory Group first reported a position in HSBC in Q4 2020 and has held it in 23 quarters since. The position peaked at $509K in Q2 2022. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Safeguard Investment Advisory Group held 3,843 shares of HSBC worth $365K as of Q2 2026.
  • Safeguard Investment Advisory Group sold 107 HSBC shares in Q2 2026, an estimated $9.76K.
  • HSBC made up 0.08% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #111 holding.
  • Safeguard Investment Advisory Group first reported a position in HSBC in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's HSBC position peaked at $509K in Q2 2022.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.