IMA Advisory Services’s HSBC HSBC Stock Holding History

IMA Advisory Services’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	$19.5K	Buy	205 +88	+75%	+$8.03K	﹤0.01%	632
2026 Q1	$9.91K	Sell	117 -6	-5%	-$508	﹤0.01%	331
2025 Q4	$9.68K	Buy	+123	New	+$8.8K	﹤0.01%	342
2019 Q1	–	Sell	-23	Closed	-$1K	–	299
2018 Q4	$1K	Hold	23	–	–	﹤0.01%	311
2018 Q3	$1K	Sell	23 -105	-82%	-$4.55K	﹤0.01%	320
2018 Q2	$6K	Buy	+128	New	+$5.87K	﹤0.01%	293

Other funds holding HSBC

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

IMA Advisory Services's HSBC Position: Q2 2026 in Review

IMA Advisory Services increased its HSBC (HSBC) stake by 75% in Q2 2026, buying an estimated $8.03K and bringing the position to 205 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

IMA Advisory Services first reported a position in HSBC in Q2 2018 and has held it in 6 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

IMA Advisory Services held 205 shares of HSBC worth $19.5K as of Q2 2026.
IMA Advisory Services bought 88 HSBC shares in Q2 2026, an estimated $8.03K.
HSBC made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #632 holding.
IMA Advisory Services first reported a position in HSBC in Q2 2018 and has held it in 6 quarters since.
713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.