WAG
HSBC icon

Wiser Advisor Group’s HSBC HSBC Stock Holding History

Wiser Advisor Group’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 		$3.9K Hold
41
– – ﹤0.01% 205
2026
Q1 		$3.38K Hold
41
– – ﹤0.01% 203
2025
Q4 		$3.23K Hold
41
– – ﹤0.01% 213
2025
Q3 		$2.91K Buy
+41
New +$2.67K ﹤0.01% 224
2025
Q2 		– Sell
-76
Closed -$4.36K – 132
2025
Q1 		$4.36K Hold
76
– – 0.01% 219
2024
Q4 		$3.75K Hold
76
– – 0.01% 218
2024
Q3 		$3.41K Hold
76
– – 0.01% 221
2024
Q2 		$3.27K Buy
76
+4
+6% +$172 0.01% 237
2024
Q1 		$2.87K Sell
72
-8
-10% -$312 ﹤0.01% 246
2023
Q4 		$3.23K Buy
+80
New +$3.1K 0.01% 241

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

Wiser Advisor Group's HSBC Position: Q2 2026 in Review

Wiser Advisor Group held its HSBC (HSBC) position steady in Q2 2026 at 41 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Wiser Advisor Group first reported a position in HSBC in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.36K in Q1 2025. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Wiser Advisor Group held 41 shares of HSBC worth $3.9K as of Q2 2026.
  • Wiser Advisor Group left its HSBC share count unchanged in Q2 2026.
  • HSBC made up ﹤0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #205 holding.
  • Wiser Advisor Group first reported a position in HSBC in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's HSBC position peaked at $4.36K in Q1 2025.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.