Tepp RIA’s HSBC HSBC Stock Holding History

Tepp RIA’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 Q3	$750K	Sell	7,547 -330	-4%	-$33.8K	0.52%	21
2026 Q2	$749K	Sell	7,877 -972	-11%	-$88.7K	0.51%	22
2026 Q1	$730K	Sell	8,849 -1,219	-12%	-$103K	0.57%	23
2025 Q4	$792K	Hold	10,068	–	–	0.78%	15
2025 Q3	$715K	Hold	10,068	–	–	0.81%	15
2025 Q2	$612K	Buy	10,068 +2,150	+27%	+$122K	0.79%	14
2025 Q1	$455K	Hold	7,918	–	–	0.62%	13
2024 Q4	$392K	Buy	+7,918	New	+$367K	0.58%	19

Other funds holding HSBC

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Tepp RIA's HSBC Position: Q3 2026 in Review

Tepp RIA reduced its HSBC (HSBC) stake by 4.2% in Q3 2026, selling an estimated $33.8K and leaving 7,547 shares worth $750K. The position accounts for 0.52% of the portfolio, ranked #21.

Tepp RIA first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since. The position peaked at $792K in Q4 2025. 108 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Tepp RIA held 7,547 shares of HSBC worth $750K as of Q3 2026.
Tepp RIA sold 330 HSBC shares in Q3 2026, an estimated $33.8K.
HSBC made up 0.52% of Tepp RIA's portfolio in Q3 2026, its #21 holding.
Tepp RIA first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since.
Tepp RIA's HSBC position peaked at $792K in Q4 2025.
108 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.