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CoreCap Advisors’s HSBC HSBC Stock Holding History

CoreCap Advisors’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 		$189K Buy
1,985
+452
+29% +$41.2K 0.01% 880
2026
Q1 		$127K Sell
1,533
-1
-0.1% -$85 ﹤0.01% 955
2025
Q4 		$121K Buy
1,534
+1,104
+257% +$79K ﹤0.01% 963
2025
Q3 		$30.5K Hold
430
– – ﹤0.01% 1515
2025
Q2 		$26.1K Buy
430
+300
+231% +$17.1K ﹤0.01% 1515
2025
Q1 		$7.47K Sell
130
-459
-78% -$25.1K ﹤0.01% 1942
2024
Q4 		$29.1K Buy
589
+456
+343% +$21.2K ﹤0.01% 1403
2024
Q3 		$6.01K Buy
+133
New +$5.76K ﹤0.01% 1930
2024
Q2 		– Sell
-175
Closed -$6.89K – 2033
2024
Q1 		$6.89K Buy
+175
New +$6.83K ﹤0.01% 1842
2022
Q4 		$5.92K Buy
+190
New +$5.39K ﹤0.01% 1707
2022
Q3 		– Sell
-226
Closed -$7K – 1199
2022
Q2 		$7K Buy
+226
New +$7.33K ﹤0.01% 1564
2022
Q1 		– Sell
-226
Closed -$7K – 1208
2021
Q4 		$7K Buy
+226
New +$6.6K ﹤0.01% 1660

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors's HSBC Position: Q2 2026 in Review

CoreCap Advisors increased its HSBC (HSBC) stake by 29% in Q2 2026, buying an estimated $41.2K and bringing the position to 1,985 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #880.

CoreCap Advisors first reported a position in HSBC in Q4 2021 and has held it in 12 quarters since. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • CoreCap Advisors held 1,985 shares of HSBC worth $189K as of Q2 2026.
  • CoreCap Advisors bought 452 HSBC shares in Q2 2026, an estimated $41.2K.
  • HSBC made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #880 holding.
  • CoreCap Advisors first reported a position in HSBC in Q4 2021 and has held it in 12 quarters since.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.