CX Institutional
HSBC icon

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
Q3 		$22K Hold
223
– – ﹤0.01% 1208
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

Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Old Port Advisors
Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

CX Institutional's HSBC Position: Q3 2026 in Review

CX Institutional held its HSBC (HSBC) position steady in Q3 2026 at 223 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

CX Institutional first reported a position in HSBC in Q1 2025 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • CX Institutional held 223 shares of HSBC worth $22K as of Q3 2026.
  • CX Institutional left its HSBC share count unchanged in Q3 2026.
  • HSBC made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1208 holding.
  • CX Institutional first reported a position in HSBC in Q1 2025 and has held it in 7 quarters since.
  • 179 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.