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 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	$1.53K	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	+$1.11K	﹤0.01%	729

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Key Financial Inc's HSBC Position: Q2 2026 in Review

Key Financial Inc reduced its HSBC (HSBC) stake by 79% in Q2 2026, selling an estimated $13.8K and leaving 39 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Key Financial Inc first reported a position in HSBC in Q1 2021 and has held it in 22 quarters since. The position peaked at $15.7K in Q1 2026. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Key Financial Inc held 39 shares of HSBC worth $3.71K as of Q2 2026.
Key Financial Inc sold 151 HSBC shares in Q2 2026, an estimated $13.8K.
HSBC made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1070 holding.
Key Financial Inc first reported a position in HSBC in Q1 2021 and has held it in 22 quarters since.
Key Financial Inc's HSBC position peaked at $15.7K in Q1 2026.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.