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Bruce G. Allen Investments’s HSBC HSBC Stock Holding History

Bruce G. Allen Investments’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 		$126K Sell
1,326
-85
-6% -$7.76K 0.08% 128
2026
Q1 		$116K Sell
1,411
-455
-24% -$38.5K 0.08% 138
2025
Q4 		$147K Hold
1,866
– – 0.1% 111
2025
Q3 		$132K Buy
1,866
+21
+1% +$1.36K 0.09% 120
2025
Q2 		$112K Buy
1,845
+317
+21% +$18K 0.09% 137
2025
Q1 		$87.8K Sell
1,528
-99
-6% -$5.41K 0.07% 156
2024
Q4 		$80.5K Hold
1,627
– – 0.07% 173
2024
Q3 		$73.5K Sell
1,627
-26
-2% -$1.13K 0.06% 194
2024
Q2 		$71.9K Buy
1,653
+90
+6% +$3.87K 0.06% 190
2024
Q1 		$61.5K Sell
1,563
-841
-35% -$32.8K 0.05% 207
2023
Q4 		$97.5K Buy
+2,404
New +$93.1K 0.09% 155

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bruce G. Allen Investments's HSBC Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its HSBC (HSBC) stake by 6% in Q2 2026, selling an estimated $7.76K and leaving 1,326 shares worth $126K. The position accounts for 0.08% of the portfolio, ranked #128.

Bruce G. Allen Investments first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since. The position peaked at $147K in Q4 2025. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Bruce G. Allen Investments held 1,326 shares of HSBC worth $126K as of Q2 2026.
  • Bruce G. Allen Investments sold 85 HSBC shares in Q2 2026, an estimated $7.76K.
  • HSBC made up 0.08% of Bruce G. Allen Investments's portfolio in Q2 2026, its #128 holding.
  • Bruce G. Allen Investments first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's HSBC position peaked at $147K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.