WealthTrust Axiom’s HSBC HSBC Stock Holding History

WealthTrust Axiom’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	$387K	Hold	4,075	–	–	0.09%	188
2026 Q1	$336K	Hold	4,075	–	–	0.08%	186
2025 Q4	$321K	Hold	4,075	–	–	0.08%	191
2025 Q3	$289K	Hold	4,075	–	–	0.08%	195
2025 Q2	$248K	Hold	4,075	–	–	0.07%	209
2025 Q1	$234K	Hold	4,075	–	–	0.07%	217
2024 Q4	$202K	Buy	+4,075	New	+$189K	0.06%	232
2023 Q3	–	Sell	-5,705	Closed	-$226K	–	247
2023 Q2	$226K	Buy	+5,705	New	+$213K	0.08%	209
2020 Q1	–	Sell	-5,882	Closed	-$229K	–	211
2019 Q4	$229K	Hold	5,882	–	–	0.08%	182
2019 Q3	$225K	Hold	5,882	–	–	0.08%	186
2019 Q2	$245K	Sell	5,882 -70	-1%	-$2.93K	0.09%	179
2019 Q1	$238K	Sell	5,952 -149	-2%	-$6K	0.08%	180
2018 Q4	$241K	Sell	6,101 -73	-1%	-$2.92K	0.1%	162
2018 Q3	$258K	Sell	6,174 -69	-1%	-$2.99K	0.09%	178
2018 Q2	$277K	Sell	6,243 -63	-1%	-$2.89K	0.1%	173
2018 Q1	$280K	Buy	+6,306	New	+$300K	0.1%	172

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WealthTrust Axiom's HSBC Position: Q2 2026 in Review

WealthTrust Axiom held its HSBC (HSBC) position steady in Q2 2026 at 4,075 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #188.

WealthTrust Axiom first reported a position in HSBC in Q1 2018 and has held it in 16 quarters since. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

WealthTrust Axiom held 4,075 shares of HSBC worth $387K as of Q2 2026.
WealthTrust Axiom left its HSBC share count unchanged in Q2 2026.
HSBC made up 0.09% of WealthTrust Axiom's portfolio in Q2 2026, its #188 holding.
WealthTrust Axiom first reported a position in HSBC in Q1 2018 and has held it in 16 quarters since.
707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.