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Diversified Trust’s HSBC HSBC Stock Holding History

Diversified Trust’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 		$282K Sell
2,970
-625
-17% -$57K ﹤0.01% 932
2026
Q1 		$297K Buy
3,595
+216
+6% +$18.3K 0.01% 851
2025
Q4 		$266K Buy
3,379
+381
+13% +$27.2K ﹤0.01% 868
2025
Q3 		$213K Buy
+2,998
New +$195K ﹤0.01% 916
2020
Q2 		– Sell
-10,604
Closed -$297K – 584
2020
Q1 		$297K Sell
10,604
-59
-0.6% -$2.05K 0.02% 299
2019
Q4 		$417K Sell
10,663
-8,799
-45% -$334K 0.02% 275
2019
Q3 		$745K Sell
19,462
-586
-3% -$22.7K 0.03% 143
2019
Q2 		$837K Buy
20,048
+994
+5% +$41.6K 0.04% 143
2019
Q1 		$764K Buy
19,054
+1,595
+9% +$64.3K 0.04% 153
2018
Q4 		$692K Buy
+17,459
New +$699K 0.04% 150

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

Diversified Trust's HSBC Position: Q2 2026 in Review

Diversified Trust reduced its HSBC (HSBC) stake by 17% in Q2 2026, selling an estimated $57K and leaving 2,970 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Diversified Trust first reported a position in HSBC in Q4 2018 and has held it in 10 quarters since. The position peaked at $837K in Q2 2019. 125 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Diversified Trust held 2,970 shares of HSBC worth $282K as of Q2 2026.
  • Diversified Trust sold 625 HSBC shares in Q2 2026, an estimated $57K.
  • HSBC made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #932 holding.
  • Diversified Trust first reported a position in HSBC in Q4 2018 and has held it in 10 quarters since.
  • Diversified Trust's HSBC position peaked at $837K in Q2 2019.
  • 125 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.