Insigneo Advisory Services’s HSBC HSBC Stock Holding History

Insigneo 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	$238K	Sell	2,504 -488	-16%	-$44.5K	0.01%	719
2026 Q1	$247K	Buy	2,992 +89	+3%	+$7.54K	0.02%	571
2025 Q4	$228K	Buy	+2,903	New	+$208K	0.02%	608

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

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

Insigneo Advisory Services reduced its HSBC (HSBC) stake by 16% in Q2 2026, selling an estimated $44.5K and leaving 2,504 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #719.

Insigneo Advisory Services first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $247K in Q1 2026. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Insigneo Advisory Services held 2,504 shares of HSBC worth $238K as of Q2 2026.
Insigneo Advisory Services sold 488 HSBC shares in Q2 2026, an estimated $44.5K.
HSBC made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #719 holding.
Insigneo Advisory Services first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
Insigneo Advisory Services's HSBC position peaked at $247K in Q1 2026.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.