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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
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 $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Waverly Advisors's HSBC Position: Q1 2026 in Review

Waverly Advisors reduced its HSBC (HSBC) stake by 1.6% in Q1 2026, selling an estimated $11.3K and leaving 8,076 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #954.

Waverly Advisors first reported a position in HSBC in Q3 2013 and has held it in 10 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Waverly Advisors held 8,076 shares of HSBC worth $666K as of Q1 2026.
  • Waverly Advisors sold 133 HSBC shares in Q1 2026, an estimated $11.3K.
  • HSBC made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #954 holding.
  • Waverly Advisors first reported a position in HSBC in Q3 2013 and has held it in 10 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.