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Echo45 Advisors’s HSBC HSBC Stock Holding History

Echo45 Advisors’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 		$290K Sell
3,047
-142
-4% -$13K 0.15% 61
2026
Q1 		$263K Buy
3,189
+227
+8% +$19.2K 0.15% 60
2025
Q4 		$233K Sell
2,962
-175
-6% -$12.5K 0.13% 63
2025
Q3 		$223K Buy
+3,137
New +$204K 0.13% 51

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
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
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Echo45 Advisors's HSBC Position: Q2 2026 in Review

Echo45 Advisors reduced its HSBC (HSBC) stake by 4.5% in Q2 2026, selling an estimated $13K and leaving 3,047 shares worth $290K. The position accounts for 0.15% of the portfolio, ranked #61.

Echo45 Advisors first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Echo45 Advisors held 3,047 shares of HSBC worth $290K as of Q2 2026.
  • Echo45 Advisors sold 142 HSBC shares in Q2 2026, an estimated $13K.
  • HSBC made up 0.15% of Echo45 Advisors's portfolio in Q2 2026, its #61 holding.
  • Echo45 Advisors first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
  • 199 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Echo45 Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.