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Fulcrum Equity Management’s HSBC HSBC Stock Holding History

Fulcrum Equity Management’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 		$319K Hold
3,352
– – 0.23% 101
2026
Q1 		$277K Hold
3,352
– – 0.27% 95
2025
Q4 		$264K Buy
3,352
+99
+3% +$7.08K 0.25% 93
2025
Q3 		$231K Buy
+3,253
New +$212K 0.23% 83

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

Fulcrum Equity Management's HSBC Position: Q2 2026 in Review

Fulcrum Equity Management held its HSBC (HSBC) position steady in Q2 2026 at 3,352 shares worth $319K. The position accounts for 0.23% of the portfolio, ranked #101.

Fulcrum Equity Management first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Fulcrum Equity Management held 3,352 shares of HSBC worth $319K as of Q2 2026.
  • Fulcrum Equity Management left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.23% of Fulcrum Equity Management's portfolio in Q2 2026, its #101 holding.
  • Fulcrum Equity Management first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.