Winch Advisory Services’s HSBC HSBC Stock Holding History

Winch Advisory Services’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	$5.74K	Buy	+60	New	+$5.47K	﹤0.01%	387
2019 Q2	–	Sell	-67	Closed	-$3K	–	450
2019 Q1	$3K	Buy	+67	New	+$2.7K	﹤0.01%	288
2017 Q2	–	Sell	-60	Closed	-$2K	–	305
2017 Q1	$2K	Buy	+60	New	+$2.25K	﹤0.01%	245

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

Winch Advisory Services's HSBC Position: Q2 2026 in Review

Winch Advisory Services opened a new position in HSBC (HSBC) in Q2 2026: 60 shares worth $5.74K. The stake represents ﹤0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Winch Advisory Services previously reported a position in HSBC as recently as Q1 2019.

Winch Advisory Services first reported a position in HSBC in Q1 2017 and has held it in 3 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Winch Advisory Services held 60 shares of HSBC worth $5.74K as of Q2 2026.
HSBC was a new Winch Advisory Services position in Q2 2026.
HSBC made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #387 holding.
Winch Advisory Services first reported a position in HSBC in Q1 2017 and has held it in 3 quarters since.
713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.