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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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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. 710 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.
  • 710 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.