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Fragasso Financial Advisors’s HSBC HSBC Stock Holding History

Fragasso Financial 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 		$232K Buy
+2,436
New +$222K 0.01% 329

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
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 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

Fragasso Financial Advisors's HSBC Position: Q2 2026 in Review

Fragasso Financial Advisors opened a new position in HSBC (HSBC) in Q2 2026: 2,436 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings.

124 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Fragasso Financial Advisors held 2,436 shares of HSBC worth $232K as of Q2 2026.
  • HSBC was a new Fragasso Financial Advisors position in Q2 2026.
  • HSBC made up 0.01% of Fragasso Financial Advisors's portfolio in Q2 2026, its #329 holding.
  • 124 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.