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 Q3	$1.07M	Buy	10,750 +618	+6%	+$63.3K	0.33%	61
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Traveka Wealth's HSBC Position: Q3 2026 in Review

Traveka Wealth increased its HSBC (HSBC) stake by 6.1% in Q3 2026, buying an estimated $63.3K and bringing the position to 10,750 shares worth $1.07M. The position accounts for 0.33% of the portfolio, ranked #61.

Traveka Wealth first reported a position in HSBC in Q4 2023 and has held it in 12 quarters since. 477 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Traveka Wealth held 10,750 shares of HSBC worth $1.07M as of Q3 2026.
Traveka Wealth bought 618 HSBC shares in Q3 2026, an estimated $63.3K.
HSBC made up 0.33% of Traveka Wealth's portfolio in Q3 2026, its #61 holding.
Traveka Wealth first reported a position in HSBC in Q4 2023 and has held it in 12 quarters since.
477 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Traveka Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.