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Westover Capital Advisors’s HSBC HSBC Stock Holding History

Westover Capital 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 		$886K Hold
9,313
– – 0.15% 104
2026
Q1 		$768K Buy
9,313
+120
+1% +$10.2K 0.14% 113
2025
Q4 		$723K Buy
9,193
+246
+3% +$17.6K 0.13% 120
2025
Q3 		$635K Buy
8,947
+350
+4% +$22.8K 0.12% 126
2025
Q2 		$523K Buy
8,597
+447
+5% +$25.4K 0.1% 140
2025
Q1 		$468K Buy
8,150
+200
+3% +$10.9K 0.1% 148
2024
Q4 		$393K Hold
7,950
– – 0.09% 163
2024
Q3 		$359K Buy
7,950
+1,750
+28% +$75.9K 0.07% 183
2024
Q2 		$270K Buy
+6,200
New +$267K 0.07% 183
2021
Q3 		– Sell
-13,754
Closed -$397K – 177
2021
Q2 		$397K Buy
13,754
+2,495
+22% +$76.2K 0.13% 117
2021
Q1 		$328K Buy
+11,259
New +$322K 0.11% 125

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Westover Capital Advisors's HSBC Position: Q2 2026 in Review

Westover Capital Advisors held its HSBC (HSBC) position steady in Q2 2026 at 9,313 shares worth $886K. The position accounts for 0.15% of the portfolio, ranked #104.

Westover Capital Advisors first reported a position in HSBC in Q1 2021 and has held it in 11 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Westover Capital Advisors held 9,313 shares of HSBC worth $886K as of Q2 2026.
  • Westover Capital Advisors left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.15% of Westover Capital Advisors's portfolio in Q2 2026, its #104 holding.
  • Westover Capital Advisors first reported a position in HSBC in Q1 2021 and has held it in 11 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.