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Fedenia Advisers’s HSBC HSBC Stock Holding History

Fedenia Advisers’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 		$27K Buy
+284
New +$25.9K 0.01% 281
2025
Q1 		– Sell
-284
Closed -$14K – 245
2024
Q4 		$14K Buy
+284
New +$13.2K 0.01% 320

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Fedenia Advisers's HSBC Position: Q2 2026 in Review

Fedenia Advisers opened a new position in HSBC (HSBC) in Q2 2026: 284 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in HSBC as recently as Q4 2024.

Fedenia Advisers first reported a position in HSBC in Q4 2024 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Fedenia Advisers held 284 shares of HSBC worth $27K as of Q2 2026.
  • HSBC was a new Fedenia Advisers position in Q2 2026.
  • HSBC made up 0.01% of Fedenia Advisers's portfolio in Q2 2026, its #281 holding.
  • Fedenia Advisers first reported a position in HSBC in Q4 2024 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.