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WPG Advisers’s HSBC HSBC Stock Holding History

WPG Advisers’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 		$8.84K Hold
93
– – 0.01% 805
2026
Q1 		$7.67K Hold
93
– – 0.01% 761
2025
Q4 		$7.32K Hold
93
– – 0.01% 790
2025
Q3 		$6.6K Hold
93
– – 0.01% 824
2025
Q2 		$5.65K Hold
93
– – ﹤0.01% 841
2025
Q1 		$5.34K Hold
93
– – 0.01% 857
2024
Q4 		$4.6K Buy
+93
New +$4.31K ﹤0.01% 847

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WPG Advisers's HSBC Position: Q2 2026 in Review

WPG Advisers held its HSBC (HSBC) position steady in Q2 2026 at 93 shares worth $8.84K. The position accounts for 0.01% of the portfolio, ranked #805.

WPG Advisers first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since. 417 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • WPG Advisers held 93 shares of HSBC worth $8.84K as of Q2 2026.
  • WPG Advisers left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #805 holding.
  • WPG Advisers first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since.
  • 417 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.