HHGA
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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 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. 199 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.
  • 199 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.