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Hoey Investments’s HSBC HSBC Stock Holding History

Hoey 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 		$9.51K Hold
100
– – ﹤0.01% 269
2026
Q1 		$8.25K Hold
100
– – ﹤0.01% 263
2025
Q4 		$7.87K Hold
100
– – ﹤0.01% 265
2025
Q3 		$7.1K Hold
100
– – ﹤0.01% 269
2025
Q2 		$6.08K Hold
100
– – ﹤0.01% 265
2025
Q1 		$5.74K Hold
100
– – ﹤0.01% 237
2024
Q4 		$4.95K Hold
100
– – ﹤0.01% 238
2024
Q3 		$4.35K Hold
100
– – ﹤0.01% 262
2024
Q2 		$4.35K Hold
100
– – ﹤0.01% 262
2024
Q1 		$3.94K Hold
100
– – ﹤0.01% 261
2023
Q4 		$4.05K Sell
100
-2,500
-96% -$96.8K ﹤0.01% 258
2023
Q3 		$103K Hold
2,600
– – 0.03% 102
2023
Q2 		$103K Hold
2,600
– – 0.03% 104
2023
Q1 		$88.7K Hold
2,600
– – 0.03% 109
2022
Q4 		$81K Buy
2,600
+1,500
+136% +$42.6K 0.03% 108
2022
Q3 		$29K Hold
1,100
– – 0.01% 169
2022
Q2 		$36K Buy
+1,100
New +$35.7K 0.02% 131

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Hoey Investments's HSBC Position: Q2 2026 in Review

Hoey Investments held its HSBC (HSBC) position steady in Q2 2026 at 100 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Hoey Investments first reported a position in HSBC in Q2 2022 and has held it in 17 quarters since. The position peaked at $103K in Q2 2023. 417 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Hoey Investments held 100 shares of HSBC worth $9.51K as of Q2 2026.
  • Hoey Investments left its HSBC share count unchanged in Q2 2026.
  • HSBC made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #269 holding.
  • Hoey Investments first reported a position in HSBC in Q2 2022 and has held it in 17 quarters since.
  • Hoey Investments's HSBC position peaked at $103K in Q2 2023.
  • 417 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.