SWA
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SOA Wealth Advisors’s HSBC HSBC Stock Holding History

SOA Wealth 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 		$15.7K Buy
+15,748
New +$1.44M ﹤0.01% 552

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOA Wealth Advisors's HSBC Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in HSBC (HSBC) in Q2 2026: 15,748 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings.

158 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • SOA Wealth Advisors held 15,748 shares of HSBC worth $15.7K as of Q2 2026.
  • HSBC was a new SOA Wealth Advisors position in Q2 2026.
  • HSBC made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #552 holding.
  • 158 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.