Halbert Hargrove Global Advisors
HSBC icon

Halbert Hargrove Global Advisors’s HSBC HSBC Stock Holding History

Halbert Hargrove Global 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
Q3 		– Sell
-16
Closed -$1.55K – 515
2026
Q2 		$1.55K Buy
+16
New +$1.46K ﹤0.01% 405
2025
Q2 		– Sell
-6
Closed -$325 – 466
2025
Q1 		$325 Buy
+6
New +$328 ﹤0.01% 548

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Halbert Hargrove Global Advisors's HSBC Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of HSBC (HSBC) in Q3 2026, closing a stake of 16 shares — an estimated $1.55K sold.

Halbert Hargrove Global Advisors first reported a position in HSBC in Q1 2025 and held it in 2 quarters. The position peaked at $1.55K in Q2 2026. 631 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining HSBC position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 16 HSBC shares in Q3 2026, an estimated $1.55K.
  • Halbert Hargrove Global Advisors first reported a position in HSBC in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's HSBC position peaked at $1.55K in Q2 2026.
  • 631 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.