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Intergy Private Wealth’s HSBC HSBC Stock Holding History

Intergy Private Wealth’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 		$335K Buy
3,519
+334
+10% +$30.5K 0.08% 94
2026
Q1 		$263K Buy
3,185
+283
+10% +$24K 0.08% 96
2025
Q4 		$228K Buy
+2,902
New +$208K 0.07% 102

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

Intergy Private Wealth's HSBC Position: Q2 2026 in Review

Intergy Private Wealth increased its HSBC (HSBC) stake by 10% in Q2 2026, buying an estimated $30.5K and bringing the position to 3,519 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #94.

Intergy Private Wealth first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Intergy Private Wealth held 3,519 shares of HSBC worth $335K as of Q2 2026.
  • Intergy Private Wealth bought 334 HSBC shares in Q2 2026, an estimated $30.5K.
  • HSBC made up 0.08% of Intergy Private Wealth's portfolio in Q2 2026, its #94 holding.
  • Intergy Private Wealth first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.