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Atomi Financial Group’s HSBC HSBC Stock Holding History

Atomi Financial Group’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 		$7.54M Buy
79,278
+3,403
+4% +$311K 0.2% 100
2026
Q1 		$6.26M Buy
75,875
+1,241
+2% +$105K 0.19% 98
2025
Q4 		$5.87M Buy
74,634
+6,099
+9% +$436K 0.17% 99
2025
Q3 		$4.86M Buy
68,535
+8,114
+13% +$528K 0.16% 108
2025
Q2 		$3.67M Buy
60,421
+3,747
+7% +$213K 0.14% 117
2025
Q1 		$3.25M Buy
56,674
+16,082
+40% +$879K 0.15% 113
2024
Q4 		$2.01M Buy
40,592
+7,490
+23% +$347K 0.1% 145
2024
Q3 		$1.5M Buy
33,102
+5,865
+22% +$254K 0.09% 173
2024
Q2 		$1.18M Buy
27,237
+10,816
+66% +$465K 0.09% 185
2024
Q1 		$646K Buy
16,421
+1,425
+10% +$55.6K 0.06% 268
2023
Q4 		$608K Buy
+14,996
New +$581K 0.08% 223

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Atomi Financial Group's HSBC Position: Q2 2026 in Review

Atomi Financial Group increased its HSBC (HSBC) stake by 4.5% in Q2 2026, buying an estimated $311K and bringing the position to 79,278 shares worth $7.54M. The position accounts for 0.2% of the portfolio, ranked #100.

Atomi Financial Group first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Atomi Financial Group held 79,278 shares of HSBC worth $7.54M as of Q2 2026.
  • Atomi Financial Group bought 3,403 HSBC shares in Q2 2026, an estimated $311K.
  • HSBC made up 0.2% of Atomi Financial Group's portfolio in Q2 2026, its #100 holding.
  • Atomi Financial Group first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.