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Ballentine Partners’s HSBC HSBC Stock Holding History

Ballentine Partners’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 		$2.37M Buy
24,879
+221
+0.9% +$20.2K 0.03% 192
2026
Q1 		$2.03M Sell
24,658
-477
-2% -$40.4K 0.03% 199
2025
Q4 		$1.98M Buy
25,135
+1,187
+5% +$84.9K 0.03% 195
2025
Q3 		$1.7M Sell
23,948
-2,540
-10% -$165K 0.02% 227
2025
Q2 		$1.61M Buy
26,488
+80
+0.3% +$4.55K 0.02% 231
2025
Q1 		$1.52M Buy
26,408
+2,851
+12% +$156K 0.03% 224
2024
Q4 		$1.17M Buy
23,557
+2,930
+14% +$136K 0.02% 255
2024
Q3 		$932K Sell
20,627
-2,143
-9% -$92.9K 0.02% 294
2024
Q2 		$990K Buy
22,770
+9,161
+67% +$394K 0.02% 264
2024
Q1 		$536K Buy
13,609
+4,106
+43% +$160K 0.01% 374
2023
Q4 		$385K Buy
9,503
+1,659
+21% +$64.2K 0.01% 427
2023
Q3 		$310K Buy
7,844
+794
+11% +$31.3K 0.01% 435
2023
Q2 		$279K Buy
+7,050
New +$263K 0.01% 458
2020
Q1 		– Sell
-7,801
Closed -$305K – 376
2019
Q4 		$305K Buy
7,801
+2,328
+43% +$88.3K 0.01% 298
2019
Q3 		$209K Sell
5,473
-6,329
-54% -$245K 0.01% 366
2019
Q2 		$493K Buy
11,802
+923
+8% +$38.7K 0.02% 215
2019
Q1 		$437K Sell
10,879
-578
-5% -$23.3K 0.02% 202
2018
Q4 		$454K Buy
11,457
+4,298
+60% +$172K 0.03% 193
2018
Q3 		$300K Sell
7,159
-3,077
-30% -$133K 0.02% 267
2018
Q2 		$455K Buy
10,236
+1,459
+17% +$66.9K 0.03% 199
2018
Q1 		$391K Buy
8,777
+35
+0.4% +$1.67K 0.02% 220
2017
Q4 		$412K Buy
8,742
+1,446
+20% +$65.4K 0.02% 219
2017
Q3 		$330K Sell
7,296
-55
-0.7% -$2.43K 0.02% 250
2017
Q2 		$328K Buy
+7,351
New +$285K 0.02% 256

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballentine Partners's HSBC Position: Q2 2026 in Review

Ballentine Partners increased its HSBC (HSBC) stake by 0.9% in Q2 2026, buying an estimated $20.2K and bringing the position to 24,879 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #192.

Ballentine Partners first reported a position in HSBC in Q2 2017 and has held it in 24 quarters since. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Ballentine Partners held 24,879 shares of HSBC worth $2.37M as of Q2 2026.
  • Ballentine Partners bought 221 HSBC shares in Q2 2026, an estimated $20.2K.
  • HSBC made up 0.03% of Ballentine Partners's portfolio in Q2 2026, its #192 holding.
  • Ballentine Partners first reported a position in HSBC in Q2 2017 and has held it in 24 quarters since.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.