Loring Wolcott & Coolidge Fiduciary Advisors’s HSBC HSBC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$761K	Buy	+8,000	New	+$730K	0.01%	202
2021 Q3	–	Sell	-328	Closed	-$9K	–	838
2021 Q2	$9K	Buy	+328	New	+$10K	﹤0.01%	646
2021 Q1	–	Sell	-436	Closed	-$11K	–	486
2020 Q4	$11K	Buy	+436	New	+$10.4K	﹤0.01%	555
2014 Q3	–	Sell	-313	Closed	-$14K	–	604
2014 Q2	$14K	Sell	313 -68	-18%	-$3.03K	﹤0.01%	532
2014 Q1	$17K	Hold	381	–	–	﹤0.01%	502
2013 Q4	$18K	Buy	+381	New	+$18K	﹤0.01%	481

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HSBC Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in HSBC (HSBC) in Q2 2026: 8,000 shares worth $761K. The stake represents 0.01% of the portfolio and ranks #202 among its holdings. This is a return to the name: Loring Wolcott & Coolidge Fiduciary Advisors previously reported a position in HSBC as recently as Q2 2021.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HSBC in Q4 2013 and has held it in 6 quarters since. 417 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 8,000 shares of HSBC worth $761K as of Q2 2026.
HSBC was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
HSBC made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #202 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HSBC in Q4 2013 and has held it in 6 quarters since.
417 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.