City Holding Co’s HSBC HSBC Stock Holding History

City Holding Co’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	$66.6K	Buy	+700	New	+$63.9K	0.01%	330
2025 Q2	–	Sell	-222	Closed	-$12.7K	–	547
2025 Q1	$12.7K	Buy	+222	New	+$12.1K	﹤0.01%	452
2018 Q3	–	Sell	-58	Closed	-$3K	–	535
2018 Q2	$3K	Sell	58 -1	-2%	-$46	﹤0.01%	482
2018 Q1	$3K	Sell	59 -1	-2%	-$48	﹤0.01%	500
2017 Q4	$3K	Hold	60	–	–	﹤0.01%	514
2017 Q3	$3K	Buy	+60	New	+$2.65K	﹤0.01%	508

Other funds holding HSBC

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return