SW
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SteelPeak Wealth’s HSBC HSBC Stock Holding History

SteelPeak Wealth’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 		$224K Buy
+2,355
New +$215K 0.01% 589

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

SteelPeak Wealth's HSBC Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in HSBC (HSBC) in Q2 2026: 2,355 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #589 among its holdings.

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

  • SteelPeak Wealth held 2,355 shares of HSBC worth $224K as of Q2 2026.
  • HSBC was a new SteelPeak Wealth position in Q2 2026.
  • HSBC made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #589 holding.
  • 125 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.