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 Q2	$206K	Buy	2,171 +175	+9%	+$16K	0.05%	221
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 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

Twin Peaks Wealth Advisors's HSBC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its HSBC (HSBC) stake by 8.8% in Q2 2026, buying an estimated $16K and bringing the position to 2,171 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #221.

Twin Peaks Wealth Advisors first reported a position in HSBC in Q2 2025 and has held it in 3 quarters since. 711 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Twin Peaks Wealth Advisors held 2,171 shares of HSBC worth $206K as of Q2 2026.
Twin Peaks Wealth Advisors bought 175 HSBC shares in Q2 2026, an estimated $16K.
HSBC made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #221 holding.
Twin Peaks Wealth Advisors first reported a position in HSBC in Q2 2025 and has held it in 3 quarters since.
711 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.