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Larson Financial Group’s HSBC HSBC Stock Holding History

Larson Financial Group’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
Q1 		$91.4K Buy
1,108
+356
+47% +$30.1K ﹤0.01% 1033
2025
Q4 		$59.2K Buy
752
+161
+27% +$11.5K ﹤0.01% 1155
2025
Q3 		$41.9K Sell
591
-319
-35% -$20.7K ﹤0.01% 1237
2025
Q2 		$55.3K Sell
910
-114
-11% -$6.49K ﹤0.01% 1034
2025
Q1 		$58.8K Buy
1,024
+249
+32% +$13.6K ﹤0.01% 967
2024
Q4 		$38.3K Hold
775
– – ﹤0.01% 980
2024
Q3 		$35K Buy
775
+450
+138% +$19.5K ﹤0.01% 1018
2024
Q2 		$14.1K Buy
325
+300
+1,200% +$12.9K ﹤0.01% 1166
2024
Q1 		$984 Sell
25
-132
-84% -$5.15K ﹤0.01% 1453
2023
Q4 		$6.37K Buy
157
+25
+19% +$968 ﹤0.01% 1118
2023
Q3 		$5.21K Hold
132
– – ﹤0.01% 1164
2023
Q2 		$5.23K Hold
132
– – ﹤0.01% 1093
2023
Q1 		$4.5K Buy
+132
New +$4.74K ﹤0.01% 1106

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Larson Financial Group's HSBC Position: Q1 2026 in Review

Larson Financial Group increased its HSBC (HSBC) stake by 47% in Q1 2026, buying an estimated $30.1K and bringing the position to 1,108 shares worth $91.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Larson Financial Group first reported a position in HSBC in Q1 2023 and has held it in 13 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Larson Financial Group held 1,108 shares of HSBC worth $91.4K as of Q1 2026.
  • Larson Financial Group bought 356 HSBC shares in Q1 2026, an estimated $30.1K.
  • HSBC made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1033 holding.
  • Larson Financial Group first reported a position in HSBC in Q1 2023 and has held it in 13 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.