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Wedmont Private Capital’s HSBC HSBC Stock Holding History

Wedmont Private Capital’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 		$706K Sell
7,127
-1,393
-16% -$127K 0.02% 449
2026
Q1 		$769K Buy
8,520
+258
+3% +$21.9K 0.02% 372
2025
Q4 		$663K Buy
8,262
+397
+5% +$28.4K 0.02% 382
2025
Q3 		$556K Sell
7,865
-114
-1% -$7.41K 0.02% 437
2025
Q2 		$495K Buy
7,979
+96
+1% +$5.46K 0.02% 434
2025
Q1 		$393K Buy
7,883
+189
+2% +$10.3K 0.02% 444
2024
Q4 		$380K Buy
7,694
+25
+0.3% +$1.16K 0.02% 466
2024
Q3 		$350K Buy
7,669
+720
+10% +$31.2K 0.02% 472
2024
Q2 		$304K Buy
6,949
+2,007
+41% +$86.4K 0.02% 490
2024
Q1 		$203K Buy
+4,942
New +$193K 0.01% 569

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wedmont Private Capital's HSBC Position: Q2 2026 in Review

Wedmont Private Capital reduced its HSBC (HSBC) stake by 16% in Q2 2026, selling an estimated $127K and leaving 7,127 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #449.

Wedmont Private Capital first reported a position in HSBC in Q1 2024 and has held it in 10 quarters since. The position peaked at $769K in Q1 2026. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Wedmont Private Capital held 7,127 shares of HSBC worth $706K as of Q2 2026.
  • Wedmont Private Capital sold 1,393 HSBC shares in Q2 2026, an estimated $127K.
  • HSBC made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #449 holding.
  • Wedmont Private Capital first reported a position in HSBC in Q1 2024 and has held it in 10 quarters since.
  • Wedmont Private Capital's HSBC position peaked at $769K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.