GI
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Gradient Investments’s HSBC HSBC Stock Holding History

Gradient Investments’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 		$6.05M Buy
63,621
+2,948
+5% +$269K 0.08% 179
2026
Q1 		$5M Buy
60,673
+33,115
+120% +$2.8M 0.08% 184
2025
Q4 		$2.17M Buy
27,558
+8,245
+43% +$590K 0.03% 194
2025
Q3 		$1.37M Buy
19,313
+6,989
+57% +$454K 0.02% 225
2025
Q2 		$749K Buy
12,324
+1,998
+19% +$114K 0.01% 249
2025
Q1 		$593K Buy
10,326
+137
+1% +$7.49K 0.01% 222
2024
Q4 		$504K Sell
10,189
-732
-7% -$34K 0.01% 222
2024
Q3 		$494K Sell
10,921
-103
-0.9% -$4.46K 0.01% 235
2024
Q2 		$480K Buy
11,024
+20
+0.2% +$861 0.01% 240
2024
Q1 		$433K Sell
11,004
-526
-5% -$20.5K 0.01% 238
2023
Q4 		$467K Buy
11,530
+11,486
+26,105% +$445K 0.01% 263
2023
Q3 		$1.74K Hold
44
– – ﹤0.01% 1211
2023
Q2 		$1.74K Buy
+44
New +$1.64K ﹤0.01% 1194
2022
Q1 		– Sell
-17
Closed -$1K – 1245
2021
Q4 		$1K Hold
17
– – ﹤0.01% 1149
2021
Q3 		$0 Hold
17
– – ﹤0.01% 1189
2021
Q2 		$0 Hold
17
– – ﹤0.01% 1203
2021
Q1 		$0 Sell
17
-20
-54% -$572 ﹤0.01% 1199
2020
Q4 		$1K Hold
37
– – ﹤0.01% 1048
2020
Q3 		$1K Sell
37
-62
-63% -$1.36K ﹤0.01% 1053
2020
Q2 		$2K Sell
99
-36,222
-100% -$899K ﹤0.01% 888
2020
Q1 		$1.02M Sell
36,321
-485
-1% -$16.8K 0.05% 179
2019
Q4 		$1.44M Sell
36,806
-1,482
-4% -$56.2K 0.06% 171
2019
Q3 		$1.47M Buy
38,288
+1,046
+3% +$40.5K 0.07% 165
2019
Q2 		$1.55M Buy
37,242
+9,654
+35% +$404K 0.08% 150
2019
Q1 		$1.11M Sell
27,588
-18,534
-40% -$747K 0.07% 127
2018
Q4 		$1.83M Sell
46,122
-5,877
-11% -$235K 0.11% 109
2018
Q3 		$2.18M Buy
51,999
+1,270
+3% +$55K 0.11% 118
2018
Q2 		$2.25M Buy
50,729
+6,660
+15% +$305K 0.12% 106
2018
Q1 		$1.96M Buy
44,069
+7,252
+20% +$345K 0.11% 117
2017
Q4 		$1.74M Buy
36,817
+7,809
+27% +$353K 0.1% 104
2017
Q3 		$1.31M Buy
29,008
+9,316
+47% +$412K 0.08% 97
2017
Q2 		$835K Buy
19,692
+12,715
+182% +$494K 0.06% 103
2017
Q1 		$257K Buy
6,977
+6,769
+3,254% +$254K 0.02% 204
2016
Q4 		$8K Buy
208
+43
+26% +$1.52K ﹤0.01% 483
2016
Q3 		$6K Buy
165
+125
+313% +$3.92K ﹤0.01% 510
2016
Q2 		$1K Hold
40
– – ﹤0.01% 654
2016
Q1 		$1K Hold
40
– – ﹤0.01% 664
2015
Q4 		$1K Hold
40
– – ﹤0.01% 627
2015
Q3 		$1K Hold
40
– – ﹤0.01% 541
2015
Q2 		$2K Sell
40
-910
-96% -$37.9K ﹤0.01% 525
2015
Q1 		$36K Buy
950
+781
+462% +$30.4K 0.01% 272
2014
Q4 		$7K Buy
+169
New +$7.21K ﹤0.01% 393
2014
Q2 		– Sell
-70
Closed -$3K – 529
2014
Q1 		$3K Buy
+70
New +$3.18K ﹤0.01% 424

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

Gradient Investments's HSBC Position: Q2 2026 in Review

Gradient Investments increased its HSBC (HSBC) stake by 4.9% in Q2 2026, buying an estimated $269K and bringing the position to 63,621 shares worth $6.05M. The position accounts for 0.08% of the portfolio, ranked #179.

Gradient Investments first reported a position in HSBC in Q1 2014 and has held it in 43 quarters since. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Gradient Investments held 63,621 shares of HSBC worth $6.05M as of Q2 2026.
  • Gradient Investments bought 2,948 HSBC shares in Q2 2026, an estimated $269K.
  • HSBC made up 0.08% of Gradient Investments's portfolio in Q2 2026, its #179 holding.
  • Gradient Investments first reported a position in HSBC in Q1 2014 and has held it in 43 quarters since.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.