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LRI Investments’s HSBC HSBC Stock Holding History

LRI Investments’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 		$39.2K Buy
412
+37
+10% +$3.38K ﹤0.01% 598
2026
Q1 		$30.9K Buy
375
+324
+635% +$27.4K ﹤0.01% 598
2025
Q4 		$4K Hold
51
– – ﹤0.01% 1086
2025
Q3 		$3.6K Hold
51
– – ﹤0.01% 1105
2025
Q2 		$3.09K Hold
51
– – ﹤0.01% 1105
2025
Q1 		$2.92K Hold
51
– – ﹤0.01% 1046
2024
Q4 		$2.51K Hold
51
– – ﹤0.01% 1055
2024
Q3 		$2.28K Hold
51
– – ﹤0.01% 1062
2024
Q2 		$2.21K Hold
51
– – ﹤0.01% 1044
2024
Q1 		$2K Buy
+51
New +$1.99K ﹤0.01% 749

Other funds holding HSBC

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LRI Investments's HSBC Position: Q2 2026 in Review

LRI Investments increased its HSBC (HSBC) stake by 9.9% in Q2 2026, buying an estimated $3.38K and bringing the position to 412 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

LRI Investments first reported a position in HSBC in Q1 2024 and has held it in 10 quarters since. 297 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • LRI Investments held 412 shares of HSBC worth $39.2K as of Q2 2026.
  • LRI Investments bought 37 HSBC shares in Q2 2026, an estimated $3.38K.
  • HSBC made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #598 holding.
  • LRI Investments first reported a position in HSBC in Q1 2024 and has held it in 10 quarters since.
  • 297 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.