Klingman & Associates
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Klingman & Associates’s HSBC HSBC Stock Holding History

Klingman & Associates’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 		$396K Buy
3,987
+247
+7% +$25.3K 0.02% 259
2026
Q2 		$356K Buy
3,740
+423
+13% +$38.6K 0.02% 243
2026
Q1 		$274K Buy
3,317
+374
+13% +$31.7K 0.01% 274
2025
Q4 		$232K Buy
+2,943
New +$210K 0.01% 294
2015
Q4 		– Sell
-309
Closed -$10K – 411
2015
Q3 		$10K Buy
+309
New +$11.6K ﹤0.01% 304

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Wealth Enhancement Advisory Services
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Kathmere Capital Management
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Klingman & Associates's HSBC Position: Q3 2026 in Review

Klingman & Associates increased its HSBC (HSBC) stake by 6.6% in Q3 2026, buying an estimated $25.3K and bringing the position to 3,987 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #259.

Klingman & Associates first reported a position in HSBC in Q3 2015 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Klingman & Associates held 3,987 shares of HSBC worth $396K as of Q3 2026.
  • Klingman & Associates bought 247 HSBC shares in Q3 2026, an estimated $25.3K.
  • HSBC made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #259 holding.
  • Klingman & Associates first reported a position in HSBC in Q3 2015 and has held it in 5 quarters since.
  • 145 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.