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Boltwood Capital Management’s HSBC HSBC Stock Holding History

Boltwood Capital Management’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 		$228K Buy
+2,300
New +$236K 0.05% 184

Other funds holding HSBC

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Boltwood Capital Management's HSBC Position: Q3 2026 in Review

Boltwood Capital Management opened a new position in HSBC (HSBC) in Q3 2026: 2,300 shares worth $228K. The stake represents 0.05% of the portfolio and ranks #184 among its holdings.

7 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Boltwood Capital Management held 2,300 shares of HSBC worth $228K as of Q3 2026.
  • HSBC was a new Boltwood Capital Management position in Q3 2026.
  • HSBC made up 0.05% of Boltwood Capital Management's portfolio in Q3 2026, its #184 holding.
  • 7 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Boltwood Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.