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Cromwell Holdings’s HSBC HSBC Stock Holding History

Cromwell Holdings’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 		$662K Hold
6,967
– – 0.3% 58
2026
Q1 		$590K Hold
6,967
– – 0.33% 54
2025
Q4 		$548K Hold
6,967
– – 0.3% 59
2025
Q3 		$495K Hold
6,967
– – 0.26% 65
2025
Q2 		$424K Hold
6,967
– – 0.26% 74
2025
Q1 		$413K Hold
6,967
– – 0.27% 80
2024
Q4 		$345K Hold
6,967
– – 0.2% 95
2024
Q3 		$315K Hold
6,967
– – 0.2% 105
2024
Q2 		$303K Buy
+6,967
New +$300K 0.18% 100

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

Cromwell Holdings's HSBC Position: Q2 2026 in Review

Cromwell Holdings held its HSBC (HSBC) position steady in Q2 2026 at 6,967 shares worth $662K. The position accounts for 0.3% of the portfolio, ranked #58.

Cromwell Holdings first reported a position in HSBC in Q2 2024 and has held it in 9 quarters since. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Cromwell Holdings held 6,967 shares of HSBC worth $662K as of Q2 2026.
  • Cromwell Holdings left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.3% of Cromwell Holdings's portfolio in Q2 2026, its #58 holding.
  • Cromwell Holdings first reported a position in HSBC in Q2 2024 and has held it in 9 quarters since.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.