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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
Q3 		$23.1K Hold
233
– – ﹤0.01% 336
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Atwood & Palmer's HSBC Position: Q3 2026 in Review

Atwood & Palmer held its HSBC (HSBC) position steady in Q3 2026 at 233 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Atwood & Palmer first reported a position in HSBC in Q2 2025 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Atwood & Palmer held 233 shares of HSBC worth $23.1K as of Q3 2026.
  • Atwood & Palmer left its HSBC share count unchanged in Q3 2026.
  • HSBC made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #336 holding.
  • Atwood & Palmer first reported a position in HSBC in Q2 2025 and has held it in 6 quarters since.
  • 32 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.