LMFP
HSBC icon

Larry Mathis Financial Planning’s HSBC HSBC Stock Holding History

Larry Mathis Financial Planning’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 		$809M Buy
+8,506
New +$776K 0.65% 39

Other funds holding HSBC

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Larry Mathis Financial Planning's HSBC Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in HSBC (HSBC) in Q2 2026: 8,506 shares worth $809M. The stake represents 0.65% of the portfolio and ranks #39 among its holdings.

109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Larry Mathis Financial Planning held 8,506 shares of HSBC worth $809M as of Q2 2026.
  • HSBC was a new Larry Mathis Financial Planning position in Q2 2026.
  • HSBC made up 0.65% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #39 holding.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.