Grove Bank & Trust’s HSBC HSBC Stock Holding History

Grove Bank & Trust’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	$152K	Sell	1,594 -6	-0.4%	-$548	0.02%	295
2026 Q1	$132K	Buy	1,600 +10	+0.6%	+$847	0.01%	306
2025 Q4	$125K	Sell	1,590 -48	-3%	-$3.43K	0.01%	315
2025 Q3	$116K	Sell	1,638 -334	-17%	-$21.7K	0.01%	314
2025 Q2	$120K	Buy	1,972 +140	+8%	+$7.97K	0.02%	311
2025 Q1	$105K	Sell	1,832 -126	-6%	-$6.89K	0.01%	315
2024 Q4	$96.8K	Sell	1,958 -635	-24%	-$29.5K	0.01%	300
2024 Q3	$117K	Buy	2,593 +507	+24%	+$22K	0.02%	274
2024 Q2	$90.7K	Sell	2,086 -62	-3%	-$2.67K	0.01%	291
2024 Q1	$84.5K	Buy	2,148 +35	+2%	+$1.37K	0.01%	310
2023 Q4	$85.7K	Sell	2,113 -1	-0%	-$39	0.02%	294
2023 Q3	$83.4K	Sell	2,114 -117	-5%	-$4.61K	0.02%	309
2023 Q2	$88.4K	Sell	2,231 -6	-0.3%	-$224	0.02%	304
2023 Q1	$76.3K	Sell	2,237 -708	-24%	-$25.4K	0.02%	322
2022 Q4	$92K	Buy	+2,945	New	+$83.6K	0.02%	299
2017 Q4	–	Sell	-77	Closed	-$3K	–	543
2017 Q3	$3K	Hold	77	–	–	﹤0.01%	546
2017 Q2	$3K	Hold	77	–	–	﹤0.01%	608
2017 Q1	$3K	Hold	77	–	–	﹤0.01%	485
2016 Q4	$3K	Buy	+77	New	+$2.73K	﹤0.01%	518

Other funds holding HSBC

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return