Jones Financial Companies’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.49M | Buy |
18,807
+8,949
| +91% | +$758K | ﹤0.01% | 1553 |
|
|
2025
Q4 | $776K | Buy |
9,858
+1,549
| +19% | +$111K | ﹤0.01% | 1331 |
|
|
2025
Q3 | $580K | Buy |
8,309
+648
| +8% | +$42.1K | ﹤0.01% | 1333 |
|
|
2025
Q2 | $466K | Buy |
7,661
+2,576
| +51% | +$147K | ﹤0.01% | 1300 |
|
|
2025
Q1 | $294K | Buy |
5,085
+370
| +8% | +$20.2K | ﹤0.01% | 1341 |
|
|
2024
Q4 | $233K | Buy |
4,715
+2,251
| +91% | +$104K | ﹤0.01% | 1288 |
|
|
2024
Q3 | $112K | Buy |
2,464
+707
| +40% | +$30.6K | ﹤0.01% | 1355 |
|
|
2024
Q2 | $76.4K | Buy |
1,757
+704
| +67% | +$30.3K | ﹤0.01% | 1129 |
|
|
2024
Q1 | $41.5K | Buy |
1,053
+823
| +358% | +$32.1K | ﹤0.01% | 767 |
|
|
2023
Q4 | $9.32K | Buy |
230
+192
| +505% | +$7.43K | ﹤0.01% | 692 |
|
|
2023
Q3 | $1.5K | Buy |
+38
| New | +$1.5K | ﹤0.01% | 593 |
|
|
2018
Q2 | – | Sell |
-5,021
| Closed | -$224K | – | 210 |
|
|
2018
Q1 | $224K | Sell |
5,021
-1,446
| -22% | -$68.8K | ﹤0.01% | 203 |
|
|
2017
Q4 | $305K | Sell |
6,467
-2,876
| -31% | -$130K | ﹤0.01% | 196 |
|
|
2017
Q3 | $422K | Sell |
9,343
-2,165
| -19% | -$95.8K | ﹤0.01% | 179 |
|
|
2017
Q2 | $488K | Sell |
11,508
-2,373
| -17% | -$92.1K | ﹤0.01% | 172 |
|
|
2017
Q1 | $511K | Sell |
13,881
-2,609
| -16% | -$98K | ﹤0.01% | 168 |
|
|
2016
Q4 | $598K | Sell |
16,490
-14,403
| -47% | -$511K | ﹤0.01% | 167 |
|
|
2016
Q3 | $1.05M | Sell |
30,893
-9,173
| -23% | -$288K | ﹤0.01% | 144 |
|
|
2016
Q2 | $1.12M | Sell |
40,066
-22,462
| -36% | -$635K | ﹤0.01% | 148 |
|
|
2016
Q1 | $1.73M | Sell |
62,528
-13,789
| -18% | -$408K | 0.01% | 129 |
|
|
2015
Q4 | $2.68M | Sell |
76,317
-17,872
| -19% | -$631K | 0.02% | 110 |
|
|
2015
Q3 | $3.18M | Sell |
94,189
-27,886
| -23% | -$1.04M | 0.02% | 96 |
|
|
2015
Q2 | $4.87M | Buy |
122,075
+599
| +0.5% | +$24.9K | 0.03% | 79 |
|
|
2015
Q1 | $4.56M | Buy |
121,476
+54,668
| +82% | +$2.13M | 0.03% | 87 |
|
|
2014
Q4 | $2.72M | Sell |
66,808
-19,056
| -22% | -$813K | 0.02% | 108 |
|
|
2014
Q3 | $3.77M | Sell |
85,864
-12,910
| -13% | -$588K | 0.03% | 90 |
|
|
2014
Q2 | $4.32M | Buy |
98,774
+25,633
| +35% | +$1.14M | 0.03% | 81 |
|
|
2014
Q1 | $3.2M | Buy |
73,141
+6,450
| +10% | +$293K | 0.03% | 91 |
|
|
2013
Q4 | $3.17M | Buy |
66,691
+8,818
| +15% | +$418K | 0.03% | 95 |
|
|
2013
Q3 | $2.71M | Buy |
57,873
+8,676
| +18% | +$412K | 0.03% | 96 |
|
|
2013
Q2 | $2.2M | Buy |
+49,197
| New | +$2.3M | 0.02% | 100 |
|
Other funds holding HSBC
Jones Financial Companies's HSBC Position: Q1 2026 in Review
Jones Financial Companies increased its HSBC (HSBC) stake by 91% in Q1 2026, buying an estimated $758K and bringing the position to 18,807 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1553.
Jones Financial Companies first reported a position in HSBC in Q2 2013 and has held it in 31 quarters since. The position peaked at $4.87M in Q2 2015. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.
- Jones Financial Companies held 18,807 shares of HSBC worth $1.49M as of Q1 2026.
- Jones Financial Companies bought 8,949 HSBC shares in Q1 2026, an estimated $758K.
- HSBC made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1553 holding.
- Jones Financial Companies first reported a position in HSBC in Q2 2013 and has held it in 31 quarters since.
- Jones Financial Companies's HSBC position peaked at $4.87M in Q2 2015.
- 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.
Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.