CA
HSBC icon

Crumly & Associates’s HSBC HSBC Stock Holding History

Crumly & Associates’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 		$724K Buy
7,287
+190
+3% +$19.5K 0.13% 101
2026
Q2 		$675K Hold
7,097
– – 0.13% 97
2026
Q1 		$585K Sell
7,097
-214
-3% -$18.1K 0.12% 100
2025
Q4 		$575K Sell
7,311
-45
-0.6% -$3.22K 0.12% 101
2025
Q3 		$522K Sell
7,356
-291
-4% -$18.9K 0.11% 109
2025
Q2 		$465K Sell
7,647
-306
-4% -$17.4K 0.11% 105
2025
Q1 		$457K Sell
7,953
-75
-0.9% -$4.1K 0.13% 104
2024
Q4 		$397K Sell
8,028
-1,258
-14% -$58.4K 0.11% 106
2024
Q3 		$420K Sell
9,286
-6,684
-42% -$290K 0.12% 109
2024
Q2 		$695K Buy
15,970
+287
+2% +$12.4K 0.2% 69
2024
Q1 		$617K Sell
15,683
-274
-2% -$10.7K 0.16% 81
2023
Q4 		$647K Buy
15,957
+620
+4% +$24K 0.19% 67
2023
Q3 		$605K Buy
15,337
+85
+0.6% +$3.35K 0.24% 59
2023
Q2 		$604K Buy
15,252
+1,127
+8% +$42.1K 0.24% 59
2023
Q1 		$482K Buy
14,125
+6,453
+84% +$232K 0.21% 70
2022
Q4 		$239K Sell
7,672
-1,922
-20% -$54.6K 0.09% 88
2022
Q3 		$250K Buy
9,594
+1,237
+15% +$38.4K 0.1% 96
2022
Q2 		$273K Buy
+8,357
New +$271K 0.11% 94

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Crumly & Associates's HSBC Position: Q3 2026 in Review

Crumly & Associates increased its HSBC (HSBC) stake by 2.7% in Q3 2026, buying an estimated $19.5K and bringing the position to 7,287 shares worth $724K. The position accounts for 0.13% of the portfolio, ranked #101.

Crumly & Associates first reported a position in HSBC in Q2 2022 and has held it in 18 quarters since. 410 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Crumly & Associates held 7,287 shares of HSBC worth $724K as of Q3 2026.
  • Crumly & Associates bought 190 HSBC shares in Q3 2026, an estimated $19.5K.
  • HSBC made up 0.13% of Crumly & Associates's portfolio in Q3 2026, its #101 holding.
  • Crumly & Associates first reported a position in HSBC in Q2 2022 and has held it in 18 quarters since.
  • 410 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.