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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
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

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealthstar Advisors's HSBC Position: Q2 2026 in Review

Wealthstar Advisors reduced its HSBC (HSBC) stake by 5.1% in Q2 2026, selling an estimated $36.7K and leaving 7,501 shares worth $713K. The position accounts for 0.21% of the portfolio, ranked #61.

Wealthstar Advisors first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $761K in Q4 2025. 297 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Wealthstar Advisors held 7,501 shares of HSBC worth $713K as of Q2 2026.
  • Wealthstar Advisors sold 402 HSBC shares in Q2 2026, an estimated $36.7K.
  • HSBC made up 0.21% of Wealthstar Advisors's portfolio in Q2 2026, its #61 holding.
  • Wealthstar Advisors first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since.
  • Wealthstar Advisors's HSBC position peaked at $761K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.