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Soltis Investment Advisors’s HSBC HSBC Stock Holding History

Soltis Investment 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
Q1 		$1.25M Buy
15,213
+345
+2% +$29.2K 0.08% 192
2025
Q4 		$1.17M Sell
14,868
-828
-5% -$59.2K 0.08% 200
2025
Q3 		$1.11M Buy
15,696
+232
+2% +$15.1K 0.08% 193
2025
Q2 		$940K Buy
15,464
+322
+2% +$18.3K 0.07% 179
2025
Q1 		$870K Buy
15,142
+442
+3% +$24.2K 0.08% 176
2024
Q4 		$727K Buy
14,700
+518
+4% +$24K 0.07% 196
2024
Q3 		$641K Buy
+14,182
New +$615K 0.06% 203

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Soltis Investment Advisors's HSBC Position: Q1 2026 in Review

Soltis Investment Advisors increased its HSBC (HSBC) stake by 2.3% in Q1 2026, buying an estimated $29.2K and bringing the position to 15,213 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #192.

Soltis Investment Advisors first reported a position in HSBC in Q3 2024 and has held it in 7 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Soltis Investment Advisors held 15,213 shares of HSBC worth $1.25M as of Q1 2026.
  • Soltis Investment Advisors bought 345 HSBC shares in Q1 2026, an estimated $29.2K.
  • HSBC made up 0.08% of Soltis Investment Advisors's portfolio in Q1 2026, its #192 holding.
  • Soltis Investment Advisors first reported a position in HSBC in Q3 2024 and has held it in 7 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.