Arlington Trust’s HSBC HSBC Stock Holding History

Arlington Trust’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	$14.1K	Hold	148	–	–	﹤0.01%	427
2026 Q1	$12.2K	Buy	+148	New	+$12.5K	﹤0.01%	406
2025 Q4	–	Sell	-335	Closed	-$23.8K	–	529
2025 Q3	$23.8K	Hold	335	–	–	﹤0.01%	435
2025 Q2	$20.4K	Hold	335	–	–	﹤0.01%	445
2025 Q1	$19.2K	Hold	335	–	–	﹤0.01%	467
2024 Q4	$16.6K	Hold	335	–	–	﹤0.01%	433
2024 Q3	$15.1K	Hold	335	–	–	﹤0.01%	424
2024 Q2	$14.6K	Hold	335	–	–	﹤0.01%	425
2024 Q1	$13.2K	Sell	335 -44	-12%	-$1.72K	﹤0.01%	366
2023 Q4	$15.4K	Buy	379 +44	+13%	+$1.7K	﹤0.01%	373
2023 Q3	$13.2K	Buy	+335	New	+$13.2K	0.01%	214

Other funds holding HSBC

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Arlington Trust's HSBC Position: Q2 2026 in Review

Arlington Trust held its HSBC (HSBC) position steady in Q2 2026 at 148 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Arlington Trust first reported a position in HSBC in Q3 2023 and has held it in 11 quarters since. The position peaked at $23.8K in Q3 2025. 106 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Arlington Trust held 148 shares of HSBC worth $14.1K as of Q2 2026.
Arlington Trust left its HSBC share count unchanged in Q2 2026.
HSBC made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #427 holding.
Arlington Trust first reported a position in HSBC in Q3 2023 and has held it in 11 quarters since.
Arlington Trust's HSBC position peaked at $23.8K in Q3 2025.
106 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.