True Wealth Design
HSBC icon

True Wealth Design’s HSBC HSBC Stock Holding History

True Wealth Design’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 		$100K Buy
1,007
+107
+12% +$11K 0.02% 280
2026
Q2 		$85.6K Hold
900
– – 0.02% 303
2026
Q1 		$74.2K Buy
900
+120
+15% +$10.2K 0.02% 290
2025
Q4 		$61.4K Hold
780
– – 0.02% 282
2025
Q3 		$55.4K Buy
+780
New +$50.7K 0.02% 293

Other funds holding HSBC

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
FCG Investment Company
FCG Investment Company Germantown, Tennessee $304M AUM
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

True Wealth Design's HSBC Position: Q3 2026 in Review

True Wealth Design increased its HSBC (HSBC) stake by 12% in Q3 2026, buying an estimated $11K and bringing the position to 1,007 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #280.

True Wealth Design first reported a position in HSBC in Q3 2025 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • True Wealth Design held 1,007 shares of HSBC worth $100K as of Q3 2026.
  • True Wealth Design bought 107 HSBC shares in Q3 2026, an estimated $11K.
  • HSBC made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #280 holding.
  • True Wealth Design first reported a position in HSBC in Q3 2025 and has held it in 5 quarters since.
  • 132 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.