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Sequoia Financial Advisors’s HSBC HSBC Stock Holding History

Sequoia Financial 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
Q2 		$5.61M Sell
59,033
-171
-0.3% -$15.6K 0.03% 334
2026
Q1 		$4.88M Sell
59,204
-2,519
-4% -$213K 0.03% 332
2025
Q4 		$4.86M Buy
61,723
+294
+0.5% +$21K 0.03% 334
2025
Q3 		$4.36M Buy
61,429
+4,673
+8% +$304K 0.03% 328
2025
Q2 		$3.45M Buy
56,756
+971
+2% +$55.3K 0.02% 349
2025
Q1 		$3.2M Buy
55,785
+970
+2% +$53K 0.02% 344
2024
Q4 		$2.71M Buy
54,815
+1,575
+3% +$73.1K 0.03% 351
2024
Q3 		$2.41M Buy
53,240
+27,002
+103% +$1.17M 0.03% 338
2024
Q2 		$1.14M Buy
26,238
+211
+0.8% +$9.08K 0.01% 457
2024
Q1 		$1.02M Sell
26,027
-229
-0.9% -$8.94K 0.01% 471
2023
Q4 		$1.06M Buy
26,256
+2,724
+12% +$105K 0.01% 504
2023
Q3 		$929K Buy
23,532
+38
+0.2% +$1.5K 0.02% 358
2023
Q2 		$931K Buy
23,494
+3,766
+19% +$141K 0.02% 361
2023
Q1 		$673K Buy
19,728
+1,961
+11% +$70.4K 0.02% 393
2022
Q4 		$554K Buy
17,767
+6,460
+57% +$183K 0.01% 404
2022
Q3 		$295K Sell
11,307
-2,854
-20% -$88.7K 0.01% 391
2022
Q2 		$463K Buy
14,161
+2,411
+21% +$78.2K 0.01% 337
2022
Q1 		$402K Buy
11,750
+3,794
+48% +$131K 0.01% 411
2021
Q4 		$240K Buy
+7,956
New +$232K 0.01% 502
2020
Q1 		– Sell
-8,685
Closed -$340K – 383
2019
Q4 		$340K Buy
+8,685
New +$329K 0.02% 279
2019
Q3 		– Sell
-5,326
Closed -$222K – 370
2019
Q2 		$222K Buy
+5,326
New +$223K 0.02% 333

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

Sequoia Financial Advisors's HSBC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its HSBC (HSBC) stake by 0.29% in Q2 2026, selling an estimated $15.6K and leaving 59,033 shares worth $5.61M. The position accounts for 0.03% of the portfolio, ranked #334.

Sequoia Financial Advisors first reported a position in HSBC in Q2 2019 and has held it in 21 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Sequoia Financial Advisors held 59,033 shares of HSBC worth $5.61M as of Q2 2026.
  • Sequoia Financial Advisors sold 171 HSBC shares in Q2 2026, an estimated $15.6K.
  • HSBC made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #334 holding.
  • Sequoia Financial Advisors first reported a position in HSBC in Q2 2019 and has held it in 21 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.