CI
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CX Institutional’s HSBC HSBC Stock Holding History

CX Institutional’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 		$21K Hold
223
– – ﹤0.01% 1165
2026
Q1 		$18K Sell
223
-27
-11% -$2.29K ﹤0.01% 1151
2025
Q4 		$20K Buy
250
+45
+22% +$3.22K ﹤0.01% 1103
2025
Q3 		$15K Hold
205
– – ﹤0.01% 1136
2025
Q2 		$12K Hold
205
– – ﹤0.01% 1020
2025
Q1 		$12K Buy
+205
New +$11.2K ﹤0.01% 998

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
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
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

CX Institutional's HSBC Position: Q2 2026 in Review

CX Institutional held its HSBC (HSBC) position steady in Q2 2026 at 223 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

CX Institutional first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • CX Institutional held 223 shares of HSBC worth $21K as of Q2 2026.
  • CX Institutional left its HSBC share count unchanged in Q2 2026.
  • HSBC made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1165 holding.
  • CX Institutional first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since.
  • 125 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.