Cary Street Partners Investment Advisory’s HSBC HSBC Stock Holding History

Cary Street Partners Investment Advisory’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	$186K	Buy	+1,958	New	+$179K	0.04%	394
2023 Q4	–	Sell	-282	Closed	-$11.1K	–	1140
2023 Q3	$11.1K	Hold	282	–	–	﹤0.01%	1273
2023 Q2	$11.2K	Hold	282	–	–	﹤0.01%	1211
2023 Q1	$9.63K	Hold	282	–	–	﹤0.01%	1160
2022 Q4	$8.79K	Buy	+282	New	+$8K	﹤0.01%	1193
2020 Q4	–	Sell	-375	Closed	-$7K	–	568
2020 Q3	$7K	Buy	+375	New	+$8.22K	﹤0.01%	806

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Cary Street Partners Investment Advisory's HSBC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in HSBC (HSBC) in Q2 2026: 1,958 shares worth $186K. The stake represents 0.04% of the portfolio and ranks #394 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in HSBC as recently as Q3 2023.

Cary Street Partners Investment Advisory first reported a position in HSBC in Q3 2020 and has held it in 6 quarters since. 451 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Cary Street Partners Investment Advisory held 1,958 shares of HSBC worth $186K as of Q2 2026.
HSBC was a new Cary Street Partners Investment Advisory position in Q2 2026.
HSBC made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #394 holding.
Cary Street Partners Investment Advisory first reported a position in HSBC in Q3 2020 and has held it in 6 quarters since.
451 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.