Transamerica Financial Advisors’s HSBC HSBC Stock Holding History

Transamerica Financial 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	$23K	Buy	241 +4	+2%	+$365	﹤0.01%	842
2026 Q1	$20.2K	Sell	237 -92	-28%	-$7.79K	﹤0.01%	801
2025 Q4	$25.9K	Buy	329 +244	+287%	+$17.4K	﹤0.01%	662
2025 Q3	$6.03K	Buy	+85	New	+$5.53K	﹤0.01%	834
2024 Q3	–	Sell	-139	Closed	-$7K	–	619
2024 Q2	$7K	Hold	139	–	–	﹤0.01%	325
2024 Q1	$6K	Buy	+139	New	+$5.43K	﹤0.01%	367
2017 Q1	–	Sell	-77	Closed	-$3K	–	410
2016 Q4	$3K	Buy	+77	New	+$2.73K	﹤0.01%	277

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Transamerica Financial Advisors's HSBC Position: Q2 2026 in Review

Transamerica Financial Advisors increased its HSBC (HSBC) stake by 1.7% in Q2 2026, buying an estimated $365 and bringing the position to 241 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Transamerica Financial Advisors first reported a position in HSBC in Q4 2016 and has held it in 7 quarters since. The position peaked at $25.9K in Q4 2025. 705 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Transamerica Financial Advisors held 241 shares of HSBC worth $23K as of Q2 2026.
Transamerica Financial Advisors bought 4 HSBC shares in Q2 2026, an estimated $365.
HSBC made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #842 holding.
Transamerica Financial Advisors first reported a position in HSBC in Q4 2016 and has held it in 7 quarters since.
Transamerica Financial Advisors's HSBC position peaked at $25.9K in Q4 2025.
705 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.