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Walkner Condon Financial Advisors’s HSBC HSBC Stock Holding History

Walkner Condon Financial 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 		$275K Buy
2,887
+301
+12% +$27.5K 0.03% 279
2026
Q1 		$213K Buy
+2,586
New +$219K 0.03% 302

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Walkner Condon Financial Advisors's HSBC Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its HSBC (HSBC) stake by 12% in Q2 2026, buying an estimated $27.5K and bringing the position to 2,887 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #279.

Walkner Condon Financial Advisors first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Walkner Condon Financial Advisors held 2,887 shares of HSBC worth $275K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 301 HSBC shares in Q2 2026, an estimated $27.5K.
  • HSBC made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #279 holding.
  • Walkner Condon Financial Advisors first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.