Savvy Advisors Inc’s HSBC HSBC Stock Holding History

Savvy Advisors Inc’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 Q1	$378K	Buy	4,584 +1,177	+35%	+$99.7K	0.01%	768
2025 Q4	$268K	Buy	+3,407	New	+$244K	0.01%	820

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Savvy Advisors Inc's HSBC Position: Q1 2026 in Review

Savvy Advisors Inc increased its HSBC (HSBC) stake by 35% in Q1 2026, buying an estimated $99.7K and bringing the position to 4,584 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #768.

Savvy Advisors Inc first reported a position in HSBC in Q4 2025 and has held it in 2 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Savvy Advisors Inc held 4,584 shares of HSBC worth $378K as of Q1 2026.
Savvy Advisors Inc bought 1,177 HSBC shares in Q1 2026, an estimated $99.7K.
HSBC made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #768 holding.
Savvy Advisors Inc first reported a position in HSBC in Q4 2025 and has held it in 2 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.