Verdence Capital Advisors’s HSBC HSBC Stock Holding History

Verdence Capital 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	$201K	Buy	+2,114	New	+$193K	0.01%	634
2024 Q1	–	Sell	-23,512	Closed	-$953K	–	598
2023 Q4	$953K	Sell	23,512 -6,122	-21%	-$237K	0.09%	226
2023 Q3	$1.17M	Buy	29,634 +1,389	+5%	+$54.7K	0.13%	185
2023 Q2	$1.12M	Sell	28,245 -4,121	-13%	-$154K	0.13%	179
2023 Q1	$1.1M	Buy	32,366 +8,157	+34%	+$293K	0.13%	181
2022 Q4	$754K	Buy	+24,209	New	+$687K	0.09%	216

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

Verdence Capital Advisors's HSBC Position: Q2 2026 in Review

Verdence Capital Advisors opened a new position in HSBC (HSBC) in Q2 2026: 2,114 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #634 among its holdings. This is a return to the name: Verdence Capital Advisors previously reported a position in HSBC as recently as Q4 2023.

Verdence Capital Advisors first reported a position in HSBC in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.17M in Q3 2023. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Verdence Capital Advisors held 2,114 shares of HSBC worth $201K as of Q2 2026.
HSBC was a new Verdence Capital Advisors position in Q2 2026.
HSBC made up 0.01% of Verdence Capital Advisors's portfolio in Q2 2026, its #634 holding.
Verdence Capital Advisors first reported a position in HSBC in Q4 2022 and has held it in 6 quarters since.
Verdence Capital Advisors's HSBC position peaked at $1.17M in Q3 2023.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.