JAM
HSBC icon

JCIC Asset Management’s HSBC HSBC Stock Holding History

JCIC Asset 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 		$212K Hold
2,567
– – 0.06% 57
2026
Q1 		$212K Buy
2,567
+40
+2% +$3.39K 0.06% 57
2025
Q4 		$199K Buy
2,527
+185
+8% +$13.2K 0.06% 57
2025
Q3 		$166K Buy
+2,342
New +$152K 0.05% 59
2025
Q1 		$116K Sell
2,022
-90
-4% -$4.92K 0.05% 63
2024
Q4 		$104K Buy
2,112
+632
+43% +$29.3K 0.04% 56
2024
Q3 		$66.9K Hold
1,480
– – 0.03% 60
2024
Q2 		$64.4K Sell
1,480
-135
-8% -$5.81K 0.03% 59
2024
Q1 		$63.6K Hold
1,615
– – 0.03% 62
2023
Q4 		$65.5K Buy
1,615
+85
+6% +$3.29K 0.03% 61
2023
Q3 		$60.4K Hold
1,530
– – 0.03% 60
2023
Q2 		$60.6K Hold
1,530
– – 0.03% 65
2023
Q1 		$52.2K Hold
1,530
– – 0.02% 63
2022
Q4 		$48K Sell
1,530
-45
-3% -$1.28K 0.02% 68
2022
Q3 		$41K Buy
1,575
+265
+20% +$8.23K 0.02% 74
2022
Q2 		$43K Sell
1,310
-1,925
-60% -$62.4K 0.02% 67
2022
Q1 		$111K Buy
3,235
+25
+0.8% +$862 0.03% 66
2021
Q4 		$97K Hold
3,210
– – 0.03% 66
2021
Q3 		$84K Sell
3,210
-90
-3% -$2.45K 0.03% 69
2021
Q2 		$118K Hold
3,300
– – 0.03% 69
2021
Q1 		$96K Sell
3,300
-260
-7% -$7.43K 0.03% 67
2020
Q4 		$92K Buy
+3,560
New +$84.6K 0.04% 64

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

JCIC Asset Management's HSBC Position: Q2 2026 in Review

JCIC Asset Management held its HSBC (HSBC) position steady in Q2 2026 at 2,567 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #57.

JCIC Asset Management first reported a position in HSBC in Q4 2020 and has held it in 22 quarters since. 125 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • JCIC Asset Management held 2,567 shares of HSBC worth $212K as of Q2 2026.
  • JCIC Asset Management left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.06% of JCIC Asset Management's portfolio in Q2 2026, its #57 holding.
  • JCIC Asset Management first reported a position in HSBC in Q4 2020 and has held it in 22 quarters since.
  • 125 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.