EFG
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Everhart Financial Group’s HSBC HSBC Stock Holding History

Everhart Financial Group’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 		$214K Buy
+2,255
New +$206K 0.01% 443

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Everhart Financial Group's HSBC Position: Q2 2026 in Review

Everhart Financial Group opened a new position in HSBC (HSBC) in Q2 2026: 2,255 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings.

125 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Everhart Financial Group held 2,255 shares of HSBC worth $214K as of Q2 2026.
  • HSBC was a new Everhart Financial Group position in Q2 2026.
  • HSBC made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #443 holding.
  • 125 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.