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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
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 $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

Wealth Alliance's HSBC Position: Q2 2026 in Review

Wealth Alliance reduced its HSBC (HSBC) stake by 23% in Q2 2026, selling an estimated $166K and leaving 6,036 shares worth $574K. The position accounts for 0.05% of the portfolio, ranked #294.

Wealth Alliance first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. The position peaked at $648K in Q1 2026. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Wealth Alliance held 6,036 shares of HSBC worth $574K as of Q2 2026.
  • Wealth Alliance sold 1,817 HSBC shares in Q2 2026, an estimated $166K.
  • HSBC made up 0.05% of Wealth Alliance's portfolio in Q2 2026, its #294 holding.
  • Wealth Alliance first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
  • Wealth Alliance's HSBC position peaked at $648K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.