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Waverly Advisors’s HSBC HSBC Stock Holding History

Waverly 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 		$751K Sell
7,900
-176
-2% -$16.1K ﹤0.01% 991
2026
Q1 		$666K Sell
8,076
-133
-2% -$11.3K 0.01% 954
2025
Q4 		$646K Buy
8,209
+5,181
+171% +$371K 0.01% 907
2025
Q3 		$215K Buy
+3,028
New +$197K ﹤0.01% 1188
2015
Q4 		– Sell
-91
Closed -$3K – 250
2015
Q3 		$3K Hold
91
– – ﹤0.01% 398
2015
Q2 		$4K Buy
+91
New +$3.79K ﹤0.01% 317
2014
Q4 		– Sell
-540
Closed -$24K – 535
2014
Q3 		$24K Hold
540
– – 0.01% 313
2014
Q2 		$24K Sell
540
-14
-3% -$624 0.01% 302
2014
Q1 		$24K Sell
554
-84
-13% -$3.81K 0.01% 295
2013
Q4 		$30K Buy
638
+473
+287% +$22.4K 0.01% 397
2013
Q3 		$8K Buy
+165
New +$7.83K ﹤0.01% 459

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

Waverly Advisors's HSBC Position: Q2 2026 in Review

Waverly Advisors reduced its HSBC (HSBC) stake by 2.2% in Q2 2026, selling an estimated $16.1K and leaving 7,900 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Waverly Advisors first reported a position in HSBC in Q3 2013 and has held it in 11 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Waverly Advisors held 7,900 shares of HSBC worth $751K as of Q2 2026.
  • Waverly Advisors sold 176 HSBC shares in Q2 2026, an estimated $16.1K.
  • HSBC made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #991 holding.
  • Waverly Advisors first reported a position in HSBC in Q3 2013 and has held it in 11 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.