JFA
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JNBA Financial Advisors’s HSBC HSBC Stock Holding History

JNBA Financial Advisors’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 		$7.99K Buy
84
+45
+115% +$4.11K ﹤0.01% 542
2026
Q1 		$3.22K Hold
39
– – ﹤0.01% 673
2025
Q4 		$3.07K Buy
+39
New +$2.79K ﹤0.01% 631
2020
Q2 		– Sell
-2,713
Closed -$76K – 574
2020
Q1 		$76K Sell
2,713
-338
-11% -$11.7K 0.02% 190
2019
Q4 		$119K Buy
3,051
+338
+12% +$12.8K 0.02% 175
2019
Q3 		$104K Sell
2,713
-455
-14% -$17.6K 0.02% 172
2019
Q2 		$132K Buy
3,168
+423
+15% +$17.7K 0.03% 166
2019
Q1 		$110K Buy
+2,745
New +$111K 0.02% 172
2018
Q2 		– Sell
-151
Closed -$7K – 536
2018
Q1 		$7K Buy
+151
New +$7.19K ﹤0.01% 407
2016
Q4 		– Sell
-7,470
Closed -$254K – 853
2016
Q3 		$254K Buy
7,470
+7,339
+5,602% +$230K 0.04% 190
2016
Q2 		$4K Sell
131
-13
-9% -$368 ﹤0.01% 425
2016
Q1 		$4K Buy
144
+13
+10% +$384 ﹤0.01% 435
2015
Q4 		$5K Buy
+131
New +$4.63K ﹤0.01% 403

Other funds holding HSBC

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

JNBA Financial Advisors's HSBC Position: Q2 2026 in Review

JNBA Financial Advisors increased its HSBC (HSBC) stake by 115% in Q2 2026, buying an estimated $4.11K and bringing the position to 84 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

JNBA Financial Advisors first reported a position in HSBC in Q4 2015 and has held it in 13 quarters since. The position peaked at $254K in Q3 2016. 246 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • JNBA Financial Advisors held 84 shares of HSBC worth $7.99K as of Q2 2026.
  • JNBA Financial Advisors bought 45 HSBC shares in Q2 2026, an estimated $4.11K.
  • HSBC made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #542 holding.
  • JNBA Financial Advisors first reported a position in HSBC in Q4 2015 and has held it in 13 quarters since.
  • JNBA Financial Advisors's HSBC position peaked at $254K in Q3 2016.
  • 246 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.