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Godfrey Financial Associates’s HSBC HSBC Stock Holding History

Godfrey Financial Associates’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 		$5.23K Hold
55
– – ﹤0.01% 542
2026
Q1 		$4.54K Hold
55
– – ﹤0.01% 537
2025
Q4 		$4.33K Buy
+55
New +$3.93K ﹤0.01% 527

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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

Godfrey Financial Associates's HSBC Position: Q2 2026 in Review

Godfrey Financial Associates held its HSBC (HSBC) position steady in Q2 2026 at 55 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Godfrey Financial Associates first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 705 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Godfrey Financial Associates held 55 shares of HSBC worth $5.23K as of Q2 2026.
  • Godfrey Financial Associates left its HSBC share count unchanged in Q2 2026.
  • HSBC made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #542 holding.
  • Godfrey Financial Associates first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
  • 705 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

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