VWA
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Valued Wealth Advisors’s HSBC HSBC Stock Holding History

Valued 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 		$18K Hold
189
– – 0.01% 215
2026
Q1 		$16K Hold
189
– – 0.01% 208
2025
Q4 		$14.9K Hold
189
– – 0.01% 183
2025
Q3 		$13.4K Hold
189
– – 0.01% 189
2025
Q2 		$11.5K Hold
189
– – 0.01% 200
2025
Q1 		$11.2K Hold
189
– – 0.01% 209
2024
Q4 		$9.35K Hold
189
– – 0.01% 239
2024
Q3 		$8.54K Hold
189
– – 0.01% 235
2024
Q2 		$8.22K Hold
189
– – 0.01% 221
2024
Q1 		$7.73K Hold
189
– – 0.01% 214
2023
Q4 		$7.46K Buy
+189
New +$7.32K 0.01% 152

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Valued Wealth Advisors's HSBC Position: Q2 2026 in Review

Valued Wealth Advisors held its HSBC (HSBC) position steady in Q2 2026 at 189 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #215.

Valued Wealth Advisors first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since. 199 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Valued Wealth Advisors held 189 shares of HSBC worth $18K as of Q2 2026.
  • Valued Wealth Advisors left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #215 holding.
  • Valued Wealth Advisors first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since.
  • 199 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

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