Clean Yield Group
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Clean Yield Group’s HSBC HSBC Stock Holding History

Clean Yield 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 		$4.77K Hold
48
– – ﹤0.01% 351
2026
Q2 		$4.56K Hold
48
– – ﹤0.01% 356
2026
Q1 		$3.96K Hold
48
– – ﹤0.01% 347
2025
Q4 		$3.78K Hold
48
– – ﹤0.01% 361
2025
Q3 		$3.41K Hold
48
– – ﹤0.01% 366
2025
Q2 		$2.92K Hold
48
– – ﹤0.01% 352
2025
Q1 		$2.76K Hold
48
– – ﹤0.01% 374
2024
Q4 		$2.37K Hold
48
– – ﹤0.01% 396
2024
Q3 		$2.17K Buy
+48
New +$2.08K ﹤0.01% 408
2019
Q1 		– Sell
-23
Closed -$1K – 327
2018
Q4 		$1K Buy
+23
New +$921 ﹤0.01% 299
2015
Q2 		– Sell
-157
Closed -$6K – 195
2015
Q1 		$6K Buy
+157
New +$6.12K ﹤0.01% 305

Other funds holding HSBC

Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Clean Yield Group's HSBC Position: Q3 2026 in Review

Clean Yield Group held its HSBC (HSBC) position steady in Q3 2026 at 48 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Clean Yield Group first reported a position in HSBC in Q1 2015 and has held it in 11 quarters since. The position peaked at $6K in Q1 2015. 274 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Clean Yield Group held 48 shares of HSBC worth $4.77K as of Q3 2026.
  • Clean Yield Group left its HSBC share count unchanged in Q3 2026.
  • HSBC made up ﹤0.01% of Clean Yield Group's portfolio in Q3 2026, its #351 holding.
  • Clean Yield Group first reported a position in HSBC in Q1 2015 and has held it in 11 quarters since.
  • Clean Yield Group's HSBC position peaked at $6K in Q1 2015.
  • 274 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.