Skip to main content

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

HSBC holding history

HSBC Holdings PLC in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HSBC overviewAll 13F holders of HSBCFull Q2 2026 holdings

Shares (Q2 2026)
11,708
Value
$1.11M
% of portfolio
<0.1%
Quarters held
12
Since Q2 2023
Holdings of HSBC by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,708$1.11M<0.1%−6,897−37.1%ReducedHolders
Q1 202618,605$1.53M<0.1%+12,830+222.2%AddedHolders
Q4 20255,775$454.3K<0.1%+5,775NewHolders
Q3 20250$00.0%−8,494−100.0%Sold outHolders
Q2 20258,494$516.4K<0.1%+3,007+54.8%AddedHolders
Q1 20255,487$315.1K<0.1%−43−0.8%ReducedHolders
Q4 20245,530$273.5K<0.1%−1,130−17.0%ReducedHolders
Q3 20246,660$301.0K<0.1%−110−1.6%ReducedHolders
Q2 20246,770$294.5K<0.1%−194−2.8%ReducedHolders
Q1 20246,964$274.1K<0.1%−83−1.2%ReducedHolders
Q4 20237,047$285.7K<0.1%+558+8.6%AddedHolders
Q3 20236,489$256.1K<0.1%+459+7.6%AddedHolders
Q2 20236,030$238.9K<0.1%+6,030NewHolders