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DB Fitzpatrick & Co’s HSBC HSBC Stock Holding History

DB Fitzpatrick & Co’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 		– Sell
-120
Closed -$9.9K – 107
2026
Q1 		$9.9K Sell
120
-40
-25% -$3.39K 0.01% 68
2025
Q4 		$12.6K Sell
160
-35
-18% -$2.5K 0.01% 68
2025
Q3 		$13.8K Sell
195
-80
-29% -$5.2K 0.01% 68
2025
Q2 		$16.7K Buy
275
+125
+83% +$7.12K 0.01% 71
2025
Q1 		$8.62K Buy
+150
New +$8.2K 0.01% 74

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return

DB Fitzpatrick & Co's HSBC Position: Q2 2026 in Review

DB Fitzpatrick & Co sold out of HSBC (HSBC) in Q2 2026, closing a stake of 120 shares — an estimated $9.9K sold.

DB Fitzpatrick & Co first reported a position in HSBC in Q1 2025 and held it in 5 quarters. The position peaked at $16.7K in Q2 2025. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • DB Fitzpatrick & Co reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
  • DB Fitzpatrick & Co sold 120 HSBC shares in Q2 2026, an estimated $9.9K.
  • DB Fitzpatrick & Co first reported a position in HSBC in Q1 2025 and held it in 5 quarters.
  • DB Fitzpatrick & Co's HSBC position peaked at $16.7K in Q2 2025.
  • 364 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.