Founders Financial Securities
HSBC icon

Founders Financial Securities’s HSBC HSBC Stock Holding History

Founders Financial Securities’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 		$1.43M Sell
14,388
-571
-4% -$58.5K 0.07% 255
2026
Q2 		$1.42M Sell
14,959
-4,820
-24% -$440K 0.07% 246
2026
Q1 		$1.79M Buy
19,779
+785
+4% +$66.5K 0.1% 193
2025
Q4 		$1.49M Buy
18,994
+992
+6% +$70.9K 0.09% 218
2025
Q3 		$1.28M Buy
18,002
+1,398
+8% +$90.9K 0.09% 211
2025
Q2 		$1.01M Buy
16,604
+287
+2% +$16.3K 0.08% 232
2025
Q1 		$919K Sell
16,317
-995
-6% -$54.4K 0.08% 233
2024
Q4 		$856K Buy
17,312
+245
+1% +$11.4K 0.08% 203
2024
Q3 		$771K Sell
17,067
-165
-1% -$7.15K 0.07% 206
2024
Q2 		$750K Sell
17,232
-135
-0.8% -$5.81K 0.07% 221
2024
Q1 		$684K Buy
+17,367
New +$678K 0.07% 218
2018
Q1 		– Sell
-24,499
Closed -$1.16M – 103
2017
Q4 		$1.16M Buy
24,499
+401
+2% +$18.1K 0.38% 40
2017
Q3 		$1.09M Buy
24,098
+807
+3% +$35.7K 0.39% 35
2017
Q2 		$987K Buy
+23,291
New +$904K 0.38% 38

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Founders Financial Securities's HSBC Position: Q3 2026 in Review

Founders Financial Securities reduced its HSBC (HSBC) stake by 3.8% in Q3 2026, selling an estimated $58.5K and leaving 14,388 shares worth $1.43M. The position accounts for 0.07% of the portfolio, ranked #255.

Founders Financial Securities first reported a position in HSBC in Q2 2017 and has held it in 14 quarters since. The position peaked at $1.79M in Q1 2026. 620 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Founders Financial Securities held 14,388 shares of HSBC worth $1.43M as of Q3 2026.
  • Founders Financial Securities sold 571 HSBC shares in Q3 2026, an estimated $58.5K.
  • HSBC made up 0.07% of Founders Financial Securities's portfolio in Q3 2026, its #255 holding.
  • Founders Financial Securities first reported a position in HSBC in Q2 2017 and has held it in 14 quarters since.
  • Founders Financial Securities's HSBC position peaked at $1.79M in Q1 2026.
  • 620 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.