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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealth Alliance's HSBC Position: Q1 2026 in Review

Wealth Alliance increased its HSBC (HSBC) stake by 19% in Q1 2026, buying an estimated $108K and bringing the position to 7,853 shares worth $648K. The position accounts for 0.06% of the portfolio, ranked #246.

Wealth Alliance first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Wealth Alliance held 7,853 shares of HSBC worth $648K as of Q1 2026.
Wealth Alliance bought 1,281 HSBC shares in Q1 2026, an estimated $108K.
HSBC made up 0.06% of Wealth Alliance's portfolio in Q1 2026, its #246 holding.
Wealth Alliance first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.