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Atwood & Palmer’s HSBC HSBC Stock Holding History

Atwood & Palmer’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 		$22.2K Hold
233
– – ﹤0.01% 317
2026
Q1 		$19.2K Hold
233
– – ﹤0.01% 325
2025
Q4 		$18.3K Hold
233
– – ﹤0.01% 330
2025
Q3 		$16.5K Hold
233
– – ﹤0.01% 346
2025
Q2 		$14.2K Buy
+233
New +$13.3K ﹤0.01% 351

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
GI
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
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Atwood & Palmer's HSBC Position: Q2 2026 in Review

Atwood & Palmer held its HSBC (HSBC) position steady in Q2 2026 at 233 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Atwood & Palmer first reported a position in HSBC in Q2 2025 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Atwood & Palmer held 233 shares of HSBC worth $22.2K as of Q2 2026.
  • Atwood & Palmer left its HSBC share count unchanged in Q2 2026.
  • HSBC made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #317 holding.
  • Atwood & Palmer first reported a position in HSBC in Q2 2025 and has held it in 5 quarters since.
  • 199 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.