Legacy Capital Group California’s HSBC HSBC Stock Holding History

Legacy Capital Group California’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	$444K	Sell	4,668 -5,808	-55%	-$530K	0.13%	216
2026 Q1	$864K	Sell	10,476 -1,908	-15%	-$162K	0.33%	87
2025 Q4	$974K	Buy	12,384 +463	+4%	+$33.1K	0.24%	109
2025 Q3	$846K	Buy	11,921 +679	+6%	+$44.1K	0.22%	123
2025 Q2	$683K	Buy	11,242 +6,526	+138%	+$371K	0.19%	136
2025 Q1	$271K	Buy	4,716 +138	+3%	+$7.54K	0.09%	247
2024 Q4	$226K	Sell	4,578 -24	-0.5%	-$1.11K	0.07%	294
2024 Q3	$208K	Buy	+4,602	New	+$199K	0.07%	300
2024 Q2	–	Sell	-10,248	Closed	-$403K	–	324
2024 Q1	$403K	Buy	10,248 +42	+0.4%	+$1.64K	0.15%	189
2023 Q4	$414K	Buy	10,206 +4,282	+72%	+$166K	0.16%	186
2023 Q3	$234K	Buy	5,924 +251	+4%	+$9.89K	0.1%	241
2023 Q2	$225K	Buy	+5,673	New	+$212K	0.09%	242

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

Legacy Capital Group California's HSBC Position: Q2 2026 in Review

Legacy Capital Group California reduced its HSBC (HSBC) stake by 55% in Q2 2026, selling an estimated $530K and leaving 4,668 shares worth $444K. The position accounts for 0.13% of the portfolio, ranked #216.

Legacy Capital Group California first reported a position in HSBC in Q2 2023 and has held it in 12 quarters since. The position peaked at $974K in Q4 2025. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Legacy Capital Group California held 4,668 shares of HSBC worth $444K as of Q2 2026.
Legacy Capital Group California sold 5,808 HSBC shares in Q2 2026, an estimated $530K.
HSBC made up 0.13% of Legacy Capital Group California's portfolio in Q2 2026, its #216 holding.
Legacy Capital Group California first reported a position in HSBC in Q2 2023 and has held it in 12 quarters since.
Legacy Capital Group California's HSBC position peaked at $974K in Q4 2025.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.