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Westfuller Advisors’s HSBC HSBC Stock Holding History

Westfuller 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 		– Sell
-35
Closed -$3.19K – 753
2026
Q1 		$2.95K Hold
35
– – ﹤0.01% 598
2025
Q4 		$2.74K Hold
35
– – ﹤0.01% 634
2025
Q3 		$2.45K Buy
+35
New +$2.28K ﹤0.01% 626

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

Westfuller Advisors's HSBC Position: Q2 2026 in Review

Westfuller Advisors sold out of HSBC (HSBC) in Q2 2026, closing a stake of 35 shares — an estimated $3.19K sold.

Westfuller Advisors first reported a position in HSBC in Q3 2025 and held it in 3 quarters. The position peaked at $2.95K in Q1 2026. 297 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Westfuller Advisors reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
  • Westfuller Advisors sold 35 HSBC shares in Q2 2026, an estimated $3.19K.
  • Westfuller Advisors first reported a position in HSBC in Q3 2025 and held it in 3 quarters.
  • Westfuller Advisors's HSBC position peaked at $2.95K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.