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Twin Peaks Wealth Advisors’s HSBC HSBC Stock Holding History

Twin Peaks Wealth 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
Q1 		$165K Buy
+1,996
New +$169K 0.04% 214
2025
Q3 		– Sell
-1,086
Closed -$70.6K – 1044
2025
Q2 		$70.6K Buy
+1,086
New +$61.8K 0.02% 279

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Twin Peaks Wealth Advisors's HSBC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in HSBC (HSBC) in Q1 2026: 1,996 shares worth $165K. The stake represents 0.04% of the portfolio and ranks #214 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in HSBC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in HSBC in Q2 2025 and has held it in 2 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,996 shares of HSBC worth $165K as of Q1 2026.
  • HSBC was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • HSBC made up 0.04% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #214 holding.
  • Twin Peaks Wealth Advisors first reported a position in HSBC in Q2 2025 and has held it in 2 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.