Key Financial Inc’s HSBC HSBC Stock Holding History

Key Financial Inc’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 Q3	$3.87K	Hold	39	–	–	﹤0.01%	1042
2026 Q2	$3.71K	Sell	39 -151	-79%	-$13.8K	﹤0.01%	1070
2026 Q1	$15.7K	Buy	190 +151	+387%	+$12.8K	﹤0.01%	777
2025 Q4	$3.07K	Hold	39	–	–	﹤0.01%	1121
2025 Q3	$2.78K	Hold	39	–	–	﹤0.01%	1149
2025 Q2	$2.37K	Hold	39	–	–	﹤0.01%	1163
2025 Q1	$2.24K	Hold	39	–	–	﹤0.01%	1133
2024 Q4	$1.93K	Hold	39	–	–	﹤0.01%	1155
2024 Q3	$1.76K	Hold	39	–	–	﹤0.01%	1131
2024 Q2	$1.7K	Hold	39	–	–	﹤0.01%	1121
2024 Q1	$1.54K	Hold	39	–	–	﹤0.01%	1133
2023 Q4	$1.58K	Hold	39	–	–	﹤0.01%	1127
2023 Q3	$1.54K	Hold	39	–	–	﹤0.01%	1142
2023 Q2	$1.54K	Hold	39	–	–	﹤0.01%	1192
2023 Q1	$1.33K	Hold	39	–	–	﹤0.01%	999
2022 Q4	$1.02K	Hold	39	–	–	﹤0.01%	1033
2022 Q3	$1K	Hold	39	–	–	﹤0.01%	1042
2022 Q2	$1K	Hold	39	–	–	﹤0.01%	1027
2022 Q1	$1K	Hold	39	–	–	﹤0.01%	1012
2021 Q4	$1K	Hold	39	–	–	﹤0.01%	896
2021 Q3	$1K	Hold	39	–	–	﹤0.01%	868
2021 Q2	$1K	Hold	39	–	–	﹤0.01%	819
2021 Q1	$1K	Buy	+39	New	+$1.12K	﹤0.01%	729

Other funds holding HSBC

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Key Financial Inc's HSBC Position: Q3 2026 in Review

Key Financial Inc held its HSBC (HSBC) position steady in Q3 2026 at 39 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Key Financial Inc first reported a position in HSBC in Q1 2021 and has held it in 23 quarters since. The position peaked at $15.7K in Q1 2026. 444 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Key Financial Inc held 39 shares of HSBC worth $3.87K as of Q3 2026.
Key Financial Inc left its HSBC share count unchanged in Q3 2026.
HSBC made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1042 holding.
Key Financial Inc first reported a position in HSBC in Q1 2021 and has held it in 23 quarters since.
Key Financial Inc's HSBC position peaked at $15.7K in Q1 2026.
444 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.