James T. Borello RIA
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James T. Borello RIA’s HSBC HSBC Stock Holding History

James T. Borello RIA’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
Q3 		$177K Hold
1,780
– – 0.04% 120
2026
Q2 		$169K Hold
1,780
– – 0.04% 126
2026
Q1 		$147K Buy
1,780
+1,753
+6,493% +$148K 0.04% 124
2025
Q4 		$2.12K Buy
+27
New +$1.93K ﹤0.01% 770

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TD Waterhouse Canada
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Generali Investments CEE
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Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

James T. Borello RIA's HSBC Position: Q3 2026 in Review

James T. Borello RIA held its HSBC (HSBC) position steady in Q3 2026 at 1,780 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #120.

James T. Borello RIA first reported a position in HSBC in Q4 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • James T. Borello RIA held 1,780 shares of HSBC worth $177K as of Q3 2026.
  • James T. Borello RIA left its HSBC share count unchanged in Q3 2026.
  • HSBC made up 0.04% of James T. Borello RIA's portfolio in Q3 2026, its #120 holding.
  • James T. Borello RIA first reported a position in HSBC in Q4 2025 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.