Kovitz Investment Group Partners
HSBC icon

Kovitz Investment Group Partners’s HSBC HSBC Stock Holding History

Kovitz Investment Group Partners’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 		– Sell
-22,078
Closed -$1.82M – 500
2026
Q1 		$1.82M Buy
22,078
+898
+4% +$76.1K 0.04% 242
2025
Q4 		$1.67M Sell
21,180
-4,189
-17% -$300K 0.04% 255
2025
Q3 		$1.8M Buy
25,369
+1,573
+7% +$102K 0.01% 691
2025
Q2 		$1.45M Buy
23,796
+19,058
+402% +$1.08M 0.01% 711
2025
Q1 		$272K Buy
+4,738
New +$259K ﹤0.01% 1086
2020
Q3 		– Sell
-37,745
Closed -$881K – 411
2020
Q2 		$881K Sell
37,745
-8,445
-18% -$210K 0.03% 263
2020
Q1 		$1.29M Buy
46,190
+328
+0.7% +$11.4K 0.05% 215
2019
Q4 		$1.79M Sell
45,862
-4,359
-9% -$165K 0.05% 207
2019
Q3 		$1.92M Buy
50,221
+300
+0.6% +$11.6K 0.06% 202
2019
Q2 		$2.08M Sell
49,921
-78
-0.2% -$3.27K 0.07% 191
2019
Q1 		$2M Sell
49,999
-357
-0.7% -$14.4K 0.06% 196
2018
Q4 		$2M Buy
+50,356
New +$2.02M 0.08% 149

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Fidelity Investments
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Northern Trust
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Sanders Capital
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Bank of America
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American Century Companies
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Kovitz Investment Group Partners's HSBC Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of HSBC (HSBC) in Q2 2026, closing a stake of 22,078 shares — an estimated $1.82M sold.

Kovitz Investment Group Partners first reported a position in HSBC in Q4 2018 and held it in 12 quarters. The position peaked at $2.08M in Q2 2019. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Kovitz Investment Group Partners reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 22,078 HSBC shares in Q2 2026, an estimated $1.82M.
  • Kovitz Investment Group Partners first reported a position in HSBC in Q4 2018 and held it in 12 quarters.
  • Kovitz Investment Group Partners's HSBC position peaked at $2.08M in Q2 2019.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.