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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
Q3 		$670K Buy
7,238
+111
+2% +$11.4K 0.02% 503
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wedmont Private Capital's HSBC Position: Q3 2026 in Review

Wedmont Private Capital increased its HSBC (HSBC) stake by 1.6% in Q3 2026, buying an estimated $11.4K and bringing the position to 7,238 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #503.

Wedmont Private Capital first reported a position in HSBC in Q1 2024 and has held it in 11 quarters since. The position peaked at $769K in Q1 2026. 32 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Wedmont Private Capital held 7,238 shares of HSBC worth $670K as of Q3 2026.
  • Wedmont Private Capital bought 111 HSBC shares in Q3 2026, an estimated $11.4K.
  • HSBC made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #503 holding.
  • Wedmont Private Capital first reported a position in HSBC in Q1 2024 and has held it in 11 quarters since.
  • Wedmont Private Capital's HSBC position peaked at $769K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.