BFG
HSBC icon

Bleakley Financial Group’s HSBC HSBC Stock Holding History

Bleakley 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 		$1.54M Buy
16,224
+3,146
+24% +$287K 0.02% 542
2026
Q1 		$1.08M Buy
13,078
+517
+4% +$43.8K 0.02% 511
2025
Q4 		$988K Buy
+12,561
New +$898K 0.02% 481
2025
Q1 		– Sell
-7,219
Closed -$357K – 716
2024
Q4 		$357K Buy
7,219
+479
+7% +$22.2K 0.01% 729
2024
Q3 		$305K Buy
6,740
+622
+10% +$27K 0.01% 770
2024
Q2 		$266K Buy
6,118
+49
+0.8% +$2.11K 0.01% 793
2024
Q1 		$239K Sell
6,069
-355
-6% -$13.9K 0.01% 832
2023
Q4 		$260K Buy
6,424
+675
+12% +$26.1K 0.01% 774
2023
Q3 		$227K Sell
5,749
-747
-11% -$29.4K 0.01% 763
2023
Q2 		$257K Buy
6,496
+350
+6% +$13.1K 0.01% 766
2023
Q1 		$210K Buy
+6,146
New +$221K 0.01% 813

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Bleakley Financial Group increased its HSBC (HSBC) stake by 24% in Q2 2026, buying an estimated $287K and bringing the position to 16,224 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #542.

Bleakley Financial Group first reported a position in HSBC in Q1 2023 and has held it in 11 quarters since. 417 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Bleakley Financial Group held 16,224 shares of HSBC worth $1.54M as of Q2 2026.
  • Bleakley Financial Group bought 3,146 HSBC shares in Q2 2026, an estimated $287K.
  • HSBC made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #542 holding.
  • Bleakley Financial Group first reported a position in HSBC in Q1 2023 and has held it in 11 quarters since.
  • 417 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.