Carter Financial Group
HSBC icon

Carter Financial Group’s HSBC HSBC Stock Holding History

Carter 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
Q3 		$659K Buy
6,632
+1,886
+40% +$193K 0.34% 55
2026
Q2 		$451K Buy
4,746
+184
+4% +$16.8K 0.23% 72
2026
Q1 		$376K Sell
4,562
-1,721
-27% -$146K 0.23% 70
2025
Q4 		$494K Buy
6,283
+2,186
+53% +$156K 0.29% 57
2025
Q3 		$291K Buy
+4,097
New +$266K 0.18% 88

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TD Waterhouse Canada
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Carter Financial Group's HSBC Position: Q3 2026 in Review

Carter Financial Group increased its HSBC (HSBC) stake by 40% in Q3 2026, buying an estimated $193K and bringing the position to 6,632 shares worth $659K. The position accounts for 0.34% of the portfolio, ranked #55.

Carter Financial Group first reported a position in HSBC in Q3 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Carter Financial Group held 6,632 shares of HSBC worth $659K as of Q3 2026.
  • Carter Financial Group bought 1,886 HSBC shares in Q3 2026, an estimated $193K.
  • HSBC made up 0.34% of Carter Financial Group's portfolio in Q3 2026, its #55 holding.
  • Carter Financial Group first reported a position in HSBC in Q3 2025 and has held it in 5 quarters since.
  • 274 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.