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Summit Wealth Group (Colorado)’s HSBC HSBC Stock Holding History

Summit Wealth Group (Colorado)’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 		$219K Buy
+2,306
New +$210K 0.02% 361

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

Summit Wealth Group (Colorado)'s HSBC Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in HSBC (HSBC) in Q2 2026: 2,306 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #361 among its holdings.

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

  • Summit Wealth Group (Colorado) held 2,306 shares of HSBC worth $219K as of Q2 2026.
  • HSBC was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • HSBC made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #361 holding.
  • 705 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.