XXI Wealth LLC’s HSBC HSBC Stock Holding History

XXI Wealth LLC’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	$577K	Buy	6,064 +881	+17%	+$80.4K	0.26%	97
2026 Q1	$428K	Buy	5,183 +2,473	+91%	+$209K	0.24%	114
2025 Q4	$213K	Buy	+2,710	New	+$194K	0.13%	171

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

XXI Wealth LLC's HSBC Position: Q2 2026 in Review

XXI Wealth LLC increased its HSBC (HSBC) stake by 17% in Q2 2026, buying an estimated $80.4K and bringing the position to 6,064 shares worth $577K. The position accounts for 0.26% of the portfolio, ranked #97.

XXI Wealth LLC first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 706 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

XXI Wealth LLC held 6,064 shares of HSBC worth $577K as of Q2 2026.
XXI Wealth LLC bought 881 HSBC shares in Q2 2026, an estimated $80.4K.
HSBC made up 0.26% of XXI Wealth LLC's portfolio in Q2 2026, its #97 holding.
XXI Wealth LLC first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
706 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.