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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Financial Management Professionals's HSBC Position: Q2 2026 in Review

Financial Management Professionals reduced its HSBC (HSBC) stake by 0.28% in Q2 2026, selling an estimated $274 and leaving 1,058 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #222.

Financial Management Professionals first reported a position in HSBC in Q2 2020 and has held it in 20 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Financial Management Professionals held 1,058 shares of HSBC worth $101K as of Q2 2026.
  • Financial Management Professionals sold 3 HSBC shares in Q2 2026, an estimated $274.
  • HSBC made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #222 holding.
  • Financial Management Professionals first reported a position in HSBC in Q2 2020 and has held it in 20 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

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