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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
Q2 		$549K Buy
5,771
+1,187
+26% +$108K 0.01% 742
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
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

Savvy Advisors Inc's HSBC Position: Q2 2026 in Review

Savvy Advisors Inc increased its HSBC (HSBC) stake by 26% in Q2 2026, buying an estimated $108K and bringing the position to 5,771 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #742.

Savvy Advisors Inc first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Savvy Advisors Inc held 5,771 shares of HSBC worth $549K as of Q2 2026.
  • Savvy Advisors Inc bought 1,187 HSBC shares in Q2 2026, an estimated $108K.
  • HSBC made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #742 holding.
  • Savvy Advisors Inc first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.