Kozak & Associates’s HSBC HSBC Stock Holding History

Kozak & 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 Q2	$7.57K	Hold	79	–	–	﹤0.01%	284
2026 Q1	$7.19K	Hold	79	–	–	﹤0.01%	289
2025 Q4	$6.33K	Hold	79	–	–	﹤0.01%	291
2025 Q3	$5.63K	Buy	+79	New	+$5.14K	﹤0.01%	301

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

Kozak & Associates's HSBC Position: Q2 2026 in Review

Kozak & Associates held its HSBC (HSBC) position steady in Q2 2026 at 79 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Kozak & Associates first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Kozak & Associates held 79 shares of HSBC worth $7.57K as of Q2 2026.
Kozak & Associates left its HSBC share count unchanged in Q2 2026.
HSBC made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #284 holding.
Kozak & Associates first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.