Braun-Bostich & Associates’s HSBC HSBC Stock Holding History

Braun-Bostich & Associates’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	$240K	Sell	2,528 -37	-1%	-$3.38K	0.13%	117
2026 Q1	$212K	Sell	2,565 -184	-7%	-$15.6K	0.13%	122
2025 Q4	$216K	Sell	2,749 -380	-12%	-$27.2K	0.13%	115
2025 Q3	$222K	Buy	+3,129	New	+$203K	0.14%	116
2019 Q3	–	Sell	-1,572	Closed	-$66K	–	179
2019 Q2	$66K	Sell	1,572 -379	-19%	-$15.9K	0.07%	170
2019 Q1	$78K	Sell	1,951 -49	-2%	-$1.97K	0.08%	177
2018 Q4	$79K	Sell	2,000 -24	-1%	-$961	0.08%	151
2018 Q3	$85K	Sell	2,024 -22	-1%	-$953	0.08%	153
2018 Q2	$91K	Sell	2,046 -21	-1%	-$963	0.09%	146
2018 Q1	$92K	Sell	2,067 -43	-2%	-$2.05K	0.08%	135
2017 Q4	$100K	Buy	+2,110	New	+$95.4K	0.08%	138

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Braun-Bostich & Associates's HSBC Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its HSBC (HSBC) stake by 1.4% in Q2 2026, selling an estimated $3.38K and leaving 2,528 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #117.

Braun-Bostich & Associates first reported a position in HSBC in Q4 2017 and has held it in 11 quarters since. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Braun-Bostich & Associates held 2,528 shares of HSBC worth $240K as of Q2 2026.
Braun-Bostich & Associates sold 37 HSBC shares in Q2 2026, an estimated $3.38K.
HSBC made up 0.13% of Braun-Bostich & Associates's portfolio in Q2 2026, its #117 holding.
Braun-Bostich & Associates first reported a position in HSBC in Q4 2017 and has held it in 11 quarters since.
707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.