VestGen Advisors
HSBC icon

VestGen Advisors’s HSBC HSBC Stock Holding History

VestGen 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
Q3 		$327K Buy
3,294
+605
+22% +$61.9K 0.01% 759
2026
Q2 		$256K Buy
2,689
+148
+6% +$13.5K 0.01% 921
2026
Q1 		$229K Buy
+2,541
New +$215K 0.01% 955

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

VestGen Advisors's HSBC Position: Q3 2026 in Review

VestGen Advisors increased its HSBC (HSBC) stake by 22% in Q3 2026, buying an estimated $61.9K and bringing the position to 3,294 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #759.

VestGen Advisors first reported a position in HSBC in Q1 2026 and has held it in 3 quarters since. 534 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • VestGen Advisors held 3,294 shares of HSBC worth $327K as of Q3 2026.
  • VestGen Advisors bought 605 HSBC shares in Q3 2026, an estimated $61.9K.
  • HSBC made up 0.01% of VestGen Advisors's portfolio in Q3 2026, its #759 holding.
  • VestGen Advisors first reported a position in HSBC in Q1 2026 and has held it in 3 quarters since.
  • 534 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.