Hoxton Planning & Management
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Hoxton Planning & Management’s HSBC HSBC Stock Holding History

Hoxton Planning & Management’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 		$253K Sell
2,546
-277
-10% -$28.4K 0.06% 191
2026
Q2 		$268K Sell
2,823
-718
-20% -$65.5K 0.07% 189
2026
Q1 		$292K Buy
3,541
+197
+6% +$16.7K 0.09% 165
2025
Q4 		$263K Buy
+3,344
New +$239K 0.08% 177

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Generali Investments CEE
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Gradient Investments
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Davenport & Co
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Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Kathmere Capital Management
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Sowell Financial Services
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Hoxton Planning & Management's HSBC Position: Q3 2026 in Review

Hoxton Planning & Management reduced its HSBC (HSBC) stake by 9.8% in Q3 2026, selling an estimated $28.4K and leaving 2,546 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #191.

Hoxton Planning & Management first reported a position in HSBC in Q4 2025 and has held it in 4 quarters since. The position peaked at $292K in Q1 2026. 164 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Hoxton Planning & Management held 2,546 shares of HSBC worth $253K as of Q3 2026.
  • Hoxton Planning & Management sold 277 HSBC shares in Q3 2026, an estimated $28.4K.
  • HSBC made up 0.06% of Hoxton Planning & Management's portfolio in Q3 2026, its #191 holding.
  • Hoxton Planning & Management first reported a position in HSBC in Q4 2025 and has held it in 4 quarters since.
  • Hoxton Planning & Management's HSBC position peaked at $292K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.