FG
HSBC icon

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
Q2 		$461K Sell
4,853
-12
-0.2% -$1.09K 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

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

Foster Group's HSBC Position: Q2 2026 in Review

Foster Group reduced its HSBC (HSBC) stake by 0.25% in Q2 2026, selling an estimated $1.09K and leaving 4,853 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #191.

Foster Group first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Foster Group held 4,853 shares of HSBC worth $461K as of Q2 2026.
  • Foster Group sold 12 HSBC shares in Q2 2026, an estimated $1.09K.
  • HSBC made up 0.01% of Foster Group's portfolio in Q2 2026, its #191 holding.
  • Foster Group first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.