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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
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% +$12.3K 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

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Crumly & Associates's HSBC Position: Q2 2026 in Review

Crumly & Associates held its HSBC (HSBC) position steady in Q2 2026 at 7,097 shares worth $675K. The position accounts for 0.13% of the portfolio, ranked #97.

Crumly & Associates first reported a position in HSBC in Q2 2022 and has held it in 17 quarters since. The position peaked at $695K in Q2 2024. 289 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Crumly & Associates held 7,097 shares of HSBC worth $675K as of Q2 2026.
  • Crumly & Associates left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.13% of Crumly & Associates's portfolio in Q2 2026, its #97 holding.
  • Crumly & Associates first reported a position in HSBC in Q2 2022 and has held it in 17 quarters since.
  • Crumly & Associates's HSBC position peaked at $695K in Q2 2024.
  • 289 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.