Focus Financial Network’s HSBC HSBC Stock Holding History

Focus Financial Network’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	$337K	Hold	3,393	–	–	0.01%	591
2026 Q2	$323K	Buy	+3,393	New	+$310K	0.01%	595

Other funds holding HSBC

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Focus Financial Network's HSBC Position: Q3 2026 in Review

Focus Financial Network held its HSBC (HSBC) position steady in Q3 2026 at 3,393 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #591.

Focus Financial Network first reported a position in HSBC in Q2 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Focus Financial Network held 3,393 shares of HSBC worth $337K as of Q3 2026.
Focus Financial Network left its HSBC share count unchanged in Q3 2026.
HSBC made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #591 holding.
Focus Financial Network first reported a position in HSBC in Q2 2026 and has held it in 2 quarters since.
132 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.