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WCG Wealth Advisors’s HSBC HSBC Stock Holding History

WCG 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 		$3.7M Sell
38,957
-4,777
-11% -$436K 0.09% 212
2026
Q1 		$3.61M Sell
43,734
-9,967
-19% -$844K 0.1% 191
2025
Q4 		$4.22M Buy
53,701
+29,229
+119% +$2.09M 0.12% 166
2025
Q3 		$1.74M Sell
24,472
-7,001
-22% -$455K 0.11% 164
2025
Q2 		$1.91M Buy
+31,473
New +$1.79M 0.12% 166

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

WCG Wealth Advisors's HSBC Position: Q2 2026 in Review

WCG Wealth Advisors reduced its HSBC (HSBC) stake by 11% in Q2 2026, selling an estimated $436K and leaving 38,957 shares worth $3.7M. The position accounts for 0.09% of the portfolio, ranked #212.

WCG Wealth Advisors first reported a position in HSBC in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.22M in Q4 2025. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • WCG Wealth Advisors held 38,957 shares of HSBC worth $3.7M as of Q2 2026.
  • WCG Wealth Advisors sold 4,777 HSBC shares in Q2 2026, an estimated $436K.
  • HSBC made up 0.09% of WCG Wealth Advisors's portfolio in Q2 2026, its #212 holding.
  • WCG Wealth Advisors first reported a position in HSBC in Q2 2025 and has held it in 5 quarters since.
  • WCG Wealth Advisors's HSBC position peaked at $4.22M in Q4 2025.
  • 707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

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