Wealthstar Advisors’s HSBC HSBC Stock Holding History

Wealthstar 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 Q3	$732K	Sell	7,374 -127	-2%	-$13K	0.21%	60
2026 Q2	$713K	Sell	7,501 -402	-5%	-$36.7K	0.21%	61
2026 Q1	$652K	Sell	7,903 -1,774	-18%	-$150K	0.31%	69
2025 Q4	$761K	Sell	9,677 -130	-1%	-$9.3K	0.34%	53
2025 Q3	$696K	Sell	9,807 -1,407	-13%	-$91.5K	0.27%	69
2025 Q2	$682K	Buy	11,214 +317	+3%	+$18K	0.26%	75
2025 Q1	$626K	Sell	10,897 -2,533	-19%	-$138K	0.29%	78
2024 Q4	$664K	Buy	+13,430	New	+$623K	0.29%	64

Other funds holding HSBC

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Wealthstar Advisors's HSBC Position: Q3 2026 in Review

Wealthstar Advisors reduced its HSBC (HSBC) stake by 1.7% in Q3 2026, selling an estimated $13K and leaving 7,374 shares worth $732K. The position accounts for 0.21% of the portfolio, ranked #60.

Wealthstar Advisors first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since. The position peaked at $761K in Q4 2025. 554 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Wealthstar Advisors held 7,374 shares of HSBC worth $732K as of Q3 2026.
Wealthstar Advisors sold 127 HSBC shares in Q3 2026, an estimated $13K.
HSBC made up 0.21% of Wealthstar Advisors's portfolio in Q3 2026, its #60 holding.
Wealthstar Advisors first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since.
Wealthstar Advisors's HSBC position peaked at $761K in Q4 2025.
554 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Wealthstar Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.