AssetMark Inc
HSBC icon

AssetMark Inc’s HSBC HSBC Stock Holding History

AssetMark Inc’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 		$6.74M Buy
70,855
+17,582
+33% +$1.6M 0.01% 651
2026
Q1 		$4.39M Buy
53,273
+5,817
+12% +$493K 0.01% 701
2025
Q4 		$3.73M Buy
47,456
+20,281
+75% +$1.45M 0.01% 725
2025
Q3 		$1.93M Buy
27,175
+12,501
+85% +$813K ﹤0.01% 821
2025
Q2 		$892K Buy
14,674
+8,819
+151% +$502K ﹤0.01% 948
2025
Q1 		$336K Buy
5,855
+2,028
+53% +$111K ﹤0.01% 1052
2024
Q4 		$189K Buy
3,827
+3,232
+543% +$150K ﹤0.01% 1108
2024
Q3 		$26.9K Sell
595
-5,772
-91% -$250K ﹤0.01% 1437
2024
Q2 		$277K Buy
6,367
+5,569
+698% +$240K ﹤0.01% 947
2024
Q1 		$31.4K Sell
798
-1,497
-65% -$58.4K ﹤0.01% 1224
2023
Q4 		$93K Buy
2,295
+1,526
+198% +$59.1K ﹤0.01% 1056
2023
Q3 		$30.3K Buy
+769
New +$30.3K ﹤0.01% 1188
2021
Q2 		– Sell
-6,684
Closed -$195K – 1416
2021
Q1 		$195K Sell
6,684
-153
-2% -$4.37K ﹤0.01% 558
2020
Q4 		$177K Sell
6,837
-2,088
-23% -$49.6K ﹤0.01% 561
2020
Q3 		$175K Buy
8,925
+1,507
+20% +$33K ﹤0.01% 528
2020
Q2 		$173K Sell
7,418
-5,535
-43% -$137K ﹤0.01% 512
2020
Q1 		$363K Buy
12,953
+1,589
+14% +$55.2K ﹤0.01% 406
2019
Q4 		$444K Sell
11,364
-5,848
-34% -$222K ﹤0.01% 419
2019
Q3 		$659K Buy
17,212
+5,219
+44% +$202K 0.01% 350
2019
Q2 		$501K Buy
11,993
+603
+5% +$25.3K ﹤0.01% 352
2019
Q1 		$457K Buy
11,390
+225
+2% +$9.07K ﹤0.01% 356
2018
Q4 		$443K Sell
11,165
-981
-8% -$39.3K ﹤0.01% 350
2018
Q3 		$509K Sell
12,146
-442
-4% -$19.2K ﹤0.01% 349
2018
Q2 		$559K Buy
12,588
+1,002
+9% +$46K 0.01% 336
2018
Q1 		$515K Sell
11,586
-52,779
-82% -$2.51M 0.01% 340
2017
Q4 		$3.04M Sell
64,365
-120,629
-65% -$5.45M 0.03% 236
2017
Q3 		$8.35M Sell
184,994
-2,121
-1% -$93.8K 0.1% 168
2017
Q2 		$7.93M Buy
187,115
+86,679
+86% +$3.36M 0.1% 160
2017
Q1 		$3.7M Buy
100,436
+44,514
+80% +$1.67M 0.05% 206
2016
Q4 		$2.03M Sell
55,922
-7,528
-12% -$267K 0.03% 222
2016
Q3 		$2.16M Sell
63,450
-430,709
-87% -$13.5M 0.03% 211
2016
Q2 		$13.8M Buy
494,159
+26,585
+6% +$752K 0.23% 100
2016
Q1 		$13M Buy
467,574
+116,347
+33% +$3.44M 0.23% 91
2015
Q4 		$12.4M Buy
351,227
+88,785
+34% +$3.13M 0.23% 92
2015
Q3 		$8.86M Buy
262,442
+262,370
+364,403% +$9.81M 0.18% 87
2015
Q2 		$3K Buy
+72
New +$3K ﹤0.01% 603

Other funds holding HSBC

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc's HSBC Position: Q2 2026 in Review

AssetMark Inc increased its HSBC (HSBC) stake by 33% in Q2 2026, buying an estimated $1.6M and bringing the position to 70,855 shares worth $6.74M. The position accounts for 0.01% of the portfolio, ranked #651.

AssetMark Inc first reported a position in HSBC in Q2 2015 and has held it in 36 quarters since. The position peaked at $13.8M in Q2 2016. 297 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • AssetMark Inc held 70,855 shares of HSBC worth $6.74M as of Q2 2026.
  • AssetMark Inc bought 17,582 HSBC shares in Q2 2026, an estimated $1.6M.
  • HSBC made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #651 holding.
  • AssetMark Inc first reported a position in HSBC in Q2 2015 and has held it in 36 quarters since.
  • AssetMark Inc's HSBC position peaked at $13.8M in Q2 2016.
  • 297 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.