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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
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

Other funds holding HSBC

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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Carter Financial Group's HSBC Position: Q2 2026 in Review

Carter Financial Group increased its HSBC (HSBC) stake by 4% in Q2 2026, buying an estimated $16.8K and bringing the position to 4,746 shares worth $451K. The position accounts for 0.23% of the portfolio, ranked #72.

Carter Financial Group first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. The position peaked at $494K in Q4 2025. 297 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Carter Financial Group held 4,746 shares of HSBC worth $451K as of Q2 2026.
  • Carter Financial Group bought 184 HSBC shares in Q2 2026, an estimated $16.8K.
  • HSBC made up 0.23% of Carter Financial Group's portfolio in Q2 2026, its #72 holding.
  • Carter Financial Group first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
  • Carter Financial Group's HSBC position peaked at $494K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.