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Canopy Partners’s HSBC HSBC Stock Holding History

Canopy 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 		$460K Buy
4,837
+28
+0.6% +$2.56K 0.14% 133
2026
Q1 		$397K Hold
4,809
– – 0.14% 130
2025
Q4 		$378K Buy
4,809
+49
+1% +$3.5K 0.12% 137
2025
Q3 		$338K Hold
4,760
– – 0.11% 149
2025
Q2 		$289K Hold
4,760
– – 0.11% 158
2025
Q1 		$273K Buy
4,760
+40
+0.8% +$2.19K 0.11% 156
2024
Q4 		$233K Buy
4,720
+2
+0% +$93 0.09% 166
2024
Q3 		$213K Buy
4,718
+95
+2% +$4.12K 0.09% 181
2024
Q2 		$201K Buy
+4,623
New +$199K 0.09% 175

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Canopy Partners's HSBC Position: Q2 2026 in Review

Canopy Partners increased its HSBC (HSBC) stake by 0.58% in Q2 2026, buying an estimated $2.56K and bringing the position to 4,837 shares worth $460K. The position accounts for 0.14% of the portfolio, ranked #133.

Canopy Partners first reported a position in HSBC in Q2 2024 and has held it in 9 quarters since. 199 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Canopy Partners held 4,837 shares of HSBC worth $460K as of Q2 2026.
  • Canopy Partners bought 28 HSBC shares in Q2 2026, an estimated $2.56K.
  • HSBC made up 0.14% of Canopy Partners's portfolio in Q2 2026, its #133 holding.
  • Canopy Partners first reported a position in HSBC in Q2 2024 and has held it in 9 quarters since.
  • 199 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.