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World Investment Advisors’s HSBC HSBC Stock Holding History

World Investment 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 		$974K Sell
11,741
-39
-0.3% -$3.56K 0.02% 709
2026
Q1 		$972K Buy
11,780
+478
+4% +$40.5K 0.02% 718
2025
Q4 		$889K Buy
11,302
+6,744
+148% +$482K 0.01% 731
2025
Q3 		$324K Buy
4,558
+422
+10% +$27.4K 0.01% 956
2025
Q2 		$251K Buy
4,136
+510
+14% +$29K 0.01% 1001
2025
Q1 		$208K Buy
+3,626
New +$198K 0.01% 998

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

World Investment Advisors's HSBC Position: Q2 2026 in Review

World Investment Advisors reduced its HSBC (HSBC) stake by 0.33% in Q2 2026, selling an estimated $3.56K and leaving 11,741 shares worth $974K. The position accounts for 0.02% of the portfolio, ranked #709.

World Investment Advisors first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • World Investment Advisors held 11,741 shares of HSBC worth $974K as of Q2 2026.
  • World Investment Advisors sold 39 HSBC shares in Q2 2026, an estimated $3.56K.
  • HSBC made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #709 holding.
  • World Investment Advisors first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since.
  • 707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.