HPM
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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
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

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Hoxton Planning & Management's HSBC Position: Q2 2026 in Review

Hoxton Planning & Management reduced its HSBC (HSBC) stake by 20% in Q2 2026, selling an estimated $65.5K and leaving 2,823 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #189.

Hoxton Planning & Management first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $292K in Q1 2026. 143 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Hoxton Planning & Management held 2,823 shares of HSBC worth $268K as of Q2 2026.
  • Hoxton Planning & Management sold 718 HSBC shares in Q2 2026, an estimated $65.5K.
  • HSBC made up 0.07% of Hoxton Planning & Management's portfolio in Q2 2026, its #189 holding.
  • Hoxton Planning & Management first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
  • Hoxton Planning & Management's HSBC position peaked at $292K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.