GAFA
HSBC icon

Garton & Associates Financial Advisors’s HSBC HSBC Stock Holding History

Garton & Associates 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 		– Sell
-4,156
Closed -$343K – 39
2026
Q1 		$343K Sell
4,156
-7,965
-66% -$675K 0.28% 74
2025
Q4 		$954K Buy
+12,121
New +$867K 0.53% 39

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Garton & Associates Financial Advisors's HSBC Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of HSBC (HSBC) in Q2 2026, closing a stake of 4,156 shares — an estimated $343K sold.

Garton & Associates Financial Advisors first reported a position in HSBC in Q4 2025 and held it in 2 quarters. The position peaked at $954K in Q4 2025. 705 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 4,156 HSBC shares in Q2 2026, an estimated $343K.
  • Garton & Associates Financial Advisors first reported a position in HSBC in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's HSBC position peaked at $954K in Q4 2025.
  • 705 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.