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Traveka Wealth’s HSBC HSBC Stock Holding History

Traveka 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 		$963K Buy
10,132
+22
+0.2% +$2.01K 0.32% 63
2026
Q1 		$834K Hold
10,110
– – 0.32% 60
2025
Q4 		$795K Buy
10,110
+5
+0% +$358 0.32% 62
2025
Q3 		$717K Hold
10,105
– – 0.32% 56
2025
Q2 		$614K Sell
10,105
-706
-7% -$40.2K 0.33% 52
2025
Q1 		$621K Buy
10,811
+978
+10% +$53.5K 0.35% 53
2024
Q4 		$486K Buy
9,833
+678
+7% +$31.5K 0.27% 64
2024
Q3 		$414K Buy
9,155
+904
+11% +$39.2K 0.21% 68
2024
Q2 		$359K Buy
8,251
+1,438
+21% +$61.9K 0.18% 73
2024
Q1 		$268K Buy
6,813
+323
+5% +$12.6K 0.12% 89
2023
Q4 		$263K Buy
+6,490
New +$251K 0.13% 96

Other funds holding HSBC

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 22.94% 1-Year Est. Return
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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Traveka Wealth's HSBC Position: Q2 2026 in Review

Traveka Wealth increased its HSBC (HSBC) stake by 0.22% in Q2 2026, buying an estimated $2.01K and bringing the position to 10,132 shares worth $963K. The position accounts for 0.32% of the portfolio, ranked #63.

Traveka Wealth first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since. 322 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Traveka Wealth held 10,132 shares of HSBC worth $963K as of Q2 2026.
  • Traveka Wealth bought 22 HSBC shares in Q2 2026, an estimated $2.01K.
  • HSBC made up 0.32% of Traveka Wealth's portfolio in Q2 2026, its #63 holding.
  • Traveka Wealth first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since.
  • 322 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.