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Warren Street Wealth Advisors’s HSBC HSBC Stock Holding History

Warren Street 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 		$252K Buy
2,645
+45
+2% +$4.11K 0.06% 121
2026
Q1 		$214K Buy
+2,600
New +$220K 0.05% 117

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Warren Street Wealth Advisors's HSBC Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its HSBC (HSBC) stake by 1.7% in Q2 2026, buying an estimated $4.11K and bringing the position to 2,645 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #121.

Warren Street Wealth Advisors first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Warren Street Wealth Advisors held 2,645 shares of HSBC worth $252K as of Q2 2026.
  • Warren Street Wealth Advisors bought 45 HSBC shares in Q2 2026, an estimated $4.11K.
  • HSBC made up 0.06% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Warren Street Wealth Advisors first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since.
  • 417 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.