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Kohmann Bosshard Financial Services’s HSBC HSBC Stock Holding History

Kohmann Bosshard Financial Services’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 		$337K Hold
3,544
– – 0.03% 167
2026
Q1 		$292K Sell
3,544
-169
-5% -$14.3K 0.03% 163
2025
Q4 		$292K Hold
3,713
– – 0.03% 218
2025
Q3 		$264K Sell
3,713
-287
-7% -$18.7K 0.03% 187
2025
Q2 		$243K Hold
4,000
– – 0.03% 170
2025
Q1 		$230K Buy
4,000
+100
+3% +$5.47K 0.03% 195
2024
Q4 		$193K Buy
+3,900
New +$181K 0.02% 187

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
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
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Kohmann Bosshard Financial Services's HSBC Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its HSBC (HSBC) position steady in Q2 2026 at 3,544 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #167.

Kohmann Bosshard Financial Services first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Kohmann Bosshard Financial Services held 3,544 shares of HSBC worth $337K as of Q2 2026.
  • Kohmann Bosshard Financial Services left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.03% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #167 holding.
  • Kohmann Bosshard Financial Services first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since.
  • 220 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.