Financial Management Professionals
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Financial Management Professionals’s HSBC HSBC Stock Holding History

Financial Management Professionals’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
Q3 		$112K Buy
1,132
+74
+7% +$7.58K 0.01% 212
2026
Q2 		$101K Sell
1,058
-3
-0.3% -$274 0.01% 222
2026
Q1 		$89K Buy
1,061
+390
+58% +$33K 0.01% 205
2025
Q4 		$52.8K Sell
671
-19
-3% -$1.36K 0.01% 246
2025
Q3 		$49K Sell
690
-35
-5% -$2.28K 0.01% 256
2025
Q2 		$44.1K Sell
725
-143
-16% -$8.14K 0.01% 269
2025
Q1 		$49.8K Buy
868
+14
+2% +$765 0.01% 261
2024
Q4 		$42.2K Buy
854
+37
+5% +$1.72K 0.01% 296
2024
Q3 		$37K Sell
817
-40
-5% -$1.73K ﹤0.01% 305
2024
Q2 		$37K Buy
857
+57
+7% +$2.45K 0.01% 299
2024
Q1 		$31K Buy
800
+92
+13% +$3.59K ﹤0.01% 349
2023
Q4 		$29K Buy
708
+15
+2% +$581 ﹤0.01% 339
2023
Q3 		$27K Sell
693
-272
-28% -$10.7K ﹤0.01% 335
2023
Q2 		$38K Sell
965
-865
-47% -$32.3K 0.01% 289
2023
Q1 		$62K Buy
1,830
+519
+40% +$18.6K 0.01% 250
2022
Q4 		$41K Buy
1,311
+1,096
+510% +$31.1K 0.01% 251
2022
Q3 		$6K Sell
215
-241
-53% -$7.49K ﹤0.01% 575
2022
Q2 		$15K Buy
456
+427
+1,472% +$13.9K ﹤0.01% 409
2022
Q1 		$1K Hold
29
– – ﹤0.01% 892
2021
Q4 		$1K Buy
+29
New +$847 ﹤0.01% 832
2020
Q3 		– Sell
-268
Closed -$6K – 616
2020
Q2 		$6K Buy
+268
New +$6.66K ﹤0.01% 363

Other funds holding HSBC

Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Old Port Advisors
Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Financial Management Professionals's HSBC Position: Q3 2026 in Review

Financial Management Professionals increased its HSBC (HSBC) stake by 7% in Q3 2026, buying an estimated $7.58K and bringing the position to 1,132 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #212.

Financial Management Professionals first reported a position in HSBC in Q2 2020 and has held it in 21 quarters since. 179 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Financial Management Professionals held 1,132 shares of HSBC worth $112K as of Q3 2026.
  • Financial Management Professionals bought 74 HSBC shares in Q3 2026, an estimated $7.58K.
  • HSBC made up 0.01% of Financial Management Professionals's portfolio in Q3 2026, its #212 holding.
  • Financial Management Professionals first reported a position in HSBC in Q2 2020 and has held it in 21 quarters since.
  • 179 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.