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Three Bearings Fiduciary Advisors’s HSBC HSBC Stock Holding History

Three Bearings Fiduciary 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 		$6.66K Hold
70
– – 0.01% 151
2026
Q1 		$5.93K Hold
70
– – 0.01% 155
2025
Q4 		$6.16K Buy
+70
New +$5.01K 0.01% 156

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Three Bearings Fiduciary Advisors's HSBC Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its HSBC (HSBC) position steady in Q2 2026 at 70 shares worth $6.66K. The position accounts for 0.01% of the portfolio, ranked #151.

Three Bearings Fiduciary Advisors first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 417 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 70 shares of HSBC worth $6.66K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #151 holding.
  • Three Bearings Fiduciary Advisors first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
  • 417 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.