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Five Oceans Advisors’s HSBC HSBC Stock Holding History

Five Oceans 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 		$985K Hold
10,361
– – 0.32% 45
2026
Q1 		$855K Hold
10,361
– – 0.31% 40
2025
Q4 		$815K Hold
10,361
– – 0.29% 44
2025
Q3 		$735K Hold
10,361
– – 0.27% 47
2025
Q2 		$630K Hold
10,361
– – 0.27% 53
2025
Q1 		$595K Hold
10,361
– – 0.29% 54
2024
Q4 		$512K Buy
10,361
+789
+8% +$36.6K 0.24% 62
2024
Q3 		$433K Hold
9,572
– – 0.21% 76
2024
Q2 		$416K Buy
9,572
+1,613
+20% +$69.4K 0.22% 73
2024
Q1 		$313K Hold
7,959
– – 0.16% 114
2023
Q4 		$323K Hold
7,959
– – 0.18% 97
2023
Q3 		$314K Hold
7,959
– – 0.2% 96
2023
Q2 		$315K Hold
7,959
– – 0.2% 93
2023
Q1 		$272K Sell
7,959
-734
-8% -$26.3K 0.18% 103
2022
Q4 		$271K Sell
8,693
-1
-0% -$28 0.19% 108
2022
Q3 		$227K Buy
+8,694
New +$270K 0.18% 110

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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Five Oceans Advisors's HSBC Position: Q2 2026 in Review

Five Oceans Advisors held its HSBC (HSBC) position steady in Q2 2026 at 10,361 shares worth $985K. The position accounts for 0.32% of the portfolio, ranked #45.

Five Oceans Advisors first reported a position in HSBC in Q3 2022 and has held it in 16 quarters since. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Five Oceans Advisors held 10,361 shares of HSBC worth $985K as of Q2 2026.
  • Five Oceans Advisors left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.32% of Five Oceans Advisors's portfolio in Q2 2026, its #45 holding.
  • Five Oceans Advisors first reported a position in HSBC in Q3 2022 and has held it in 16 quarters since.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.