Foster Group’s HSBC HSBC Stock Holding History

Foster Group’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	$474K	Sell	4,776 -77	-2%	-$7.88K	0.01%	188
2026 Q2	$461K	Sell	4,853 -12	-0.2%	-$1.1K	0.01%	191
2026 Q1	$401K	Buy	4,865 +89	+2%	+$7.54K	0.01%	182
2025 Q4	$376K	Buy	4,776 +108	+2%	+$7.72K	0.01%	183
2025 Q3	$331K	Hold	4,668	–	–	0.01%	193
2025 Q2	$284K	Sell	4,668 -194	-4%	-$11K	0.01%	203
2025 Q1	$279K	Buy	+4,862	New	+$266K	0.01%	168

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

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Foster Group's HSBC Position: Q3 2026 in Review

Foster Group reduced its HSBC (HSBC) stake by 1.6% in Q3 2026, selling an estimated $7.88K and leaving 4,776 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #188.

Foster Group first reported a position in HSBC in Q1 2025 and has held it in 7 quarters since. 108 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Foster Group held 4,776 shares of HSBC worth $474K as of Q3 2026.
Foster Group sold 77 HSBC shares in Q3 2026, an estimated $7.88K.
HSBC made up 0.01% of Foster Group's portfolio in Q3 2026, its #188 holding.
Foster Group first reported a position in HSBC in Q1 2025 and has held it in 7 quarters since.
108 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.