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Generali Investments CEE’s HSBC HSBC Stock Holding History

Generali Investments CEE’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 		$6.04M Buy
63,521
+500
+0.8% +$45.6K 0.29% 100
2026
Q1 		$5.2M Sell
63,021
-4,301
-6% -$364K 0.27% 107
2025
Q4 		$5.3M Sell
67,322
-4,678
-6% -$335K 0.37% 80
2025
Q3 		$5.11M Sell
72,000
-27,500
-28% -$1.79M 0.39% 79
2025
Q2 		$6.05M Buy
99,500
+19,884
+25% +$1.13M 0.5% 56
2025
Q1 		$4.57M Sell
79,616
-49,877
-39% -$2.73M 0.43% 68
2024
Q4 		$6.4M Buy
+129,493
New +$6.01M 0.66% 39

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
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Generali Investments CEE's HSBC Position: Q2 2026 in Review

Generali Investments CEE increased its HSBC (HSBC) stake by 0.79% in Q2 2026, buying an estimated $45.6K and bringing the position to 63,521 shares worth $6.04M. The position accounts for 0.29% of the portfolio, ranked #100.

Generali Investments CEE first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.4M in Q4 2024. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Generali Investments CEE held 63,521 shares of HSBC worth $6.04M as of Q2 2026.
  • Generali Investments CEE bought 500 HSBC shares in Q2 2026, an estimated $45.6K.
  • HSBC made up 0.29% of Generali Investments CEE's portfolio in Q2 2026, its #100 holding.
  • Generali Investments CEE first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since.
  • Generali Investments CEE's HSBC position peaked at $6.4M in Q4 2024.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Generali Investments CEE's 13F filing for Q2 2026, filed 13 Jul 2026.