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Costello Asset Management’s HSBC HSBC Stock Holding History

Costello Asset Management’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 		$9.51K Hold
100
– – ﹤0.01% 503
2026
Q1 		$8.25K Sell
100
-100
-50% -$8.47K ﹤0.01% 497
2025
Q4 		$15.7K Hold
200
– – 0.01% 410
2025
Q3 		$14.2K Hold
200
– – ﹤0.01% 427
2025
Q2 		$12.2K Hold
200
– – ﹤0.01% 451
2025
Q1 		$11.5K Buy
+200
New +$10.9K ﹤0.01% 440

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Costello Asset Management's HSBC Position: Q2 2026 in Review

Costello Asset Management held its HSBC (HSBC) position steady in Q2 2026 at 100 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Costello Asset Management first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.7K in Q4 2025. 396 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Costello Asset Management held 100 shares of HSBC worth $9.51K as of Q2 2026.
  • Costello Asset Management left its HSBC share count unchanged in Q2 2026.
  • HSBC made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #503 holding.
  • Costello Asset Management first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's HSBC position peaked at $15.7K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.