Wealth Alliance
HSBC icon

Wealth Alliance’s HSBC HSBC Stock Holding History

Wealth Alliance’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
Q3 		$573K Sell
5,770
-266
-4% -$27.2K 0.05% 282
2026
Q2 		$574K Sell
6,036
-1,817
-23% -$166K 0.05% 294
2026
Q1 		$648K Buy
7,853
+1,281
+19% +$108K 0.06% 246
2025
Q4 		$517K Buy
6,572
+2,737
+71% +$196K 0.05% 292
2025
Q3 		$272K Buy
+3,835
New +$249K 0.03% 445

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealth Alliance's HSBC Position: Q3 2026 in Review

Wealth Alliance reduced its HSBC (HSBC) stake by 4.4% in Q3 2026, selling an estimated $27.2K and leaving 5,770 shares worth $573K. The position accounts for 0.05% of the portfolio, ranked #282.

Wealth Alliance first reported a position in HSBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $648K in Q1 2026. 631 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Wealth Alliance held 5,770 shares of HSBC worth $573K as of Q3 2026.
  • Wealth Alliance sold 266 HSBC shares in Q3 2026, an estimated $27.2K.
  • HSBC made up 0.05% of Wealth Alliance's portfolio in Q3 2026, its #282 holding.
  • Wealth Alliance first reported a position in HSBC in Q3 2025 and has held it in 5 quarters since.
  • Wealth Alliance's HSBC position peaked at $648K in Q1 2026.
  • 631 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.