HHGA
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
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

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
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

Halbert Hargrove Global Advisors's HSBC Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in HSBC (HSBC) in Q2 2026: 16 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #405 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in HSBC as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in HSBC in Q1 2025 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Halbert Hargrove Global Advisors held 16 shares of HSBC worth $1.55K as of Q2 2026.
  • HSBC was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • HSBC made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #405 holding.
  • Halbert Hargrove Global Advisors first reported a position in HSBC in Q1 2025 and has held it in 2 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.