Mather Group’s HSBC HSBC Stock Holding History

Mather 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 Q3	$67.2K	Hold	677	–	–	﹤0.01%	1068
2026 Q2	$64.4K	Buy	677 +162	+31%	+$14.8K	﹤0.01%	1040
2026 Q1	$42.5K	Buy	+515	New	+$43.6K	﹤0.01%	1090
2025 Q4	–	Sell	-351	Closed	-$24.9K	–	1083
2025 Q3	$24.9K	Buy	+351	New	+$22.8K	﹤0.01%	1067
2025 Q2	–	Sell	-79	Closed	-$4.54K	–	1097
2025 Q1	$4.54K	Hold	79	–	–	﹤0.01%	1426
2024 Q4	$3.91K	Hold	79	–	–	﹤0.01%	1418
2024 Q3	$3.57K	Hold	79	–	–	﹤0.01%	1364
2024 Q2	$3.11K	Hold	79	–	–	﹤0.01%	1756
2024 Q1	$3.2K	Buy	+79	New	+$3.08K	﹤0.01%	1443

Other funds holding HSBC

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Mather Group's HSBC Position: Q3 2026 in Review

Mather Group held its HSBC (HSBC) position steady in Q3 2026 at 677 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Mather Group first reported a position in HSBC in Q1 2024 and has held it in 9 quarters since. 160 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Mather Group held 677 shares of HSBC worth $67.2K as of Q3 2026.
Mather Group left its HSBC share count unchanged in Q3 2026.
HSBC made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1068 holding.
Mather Group first reported a position in HSBC in Q1 2024 and has held it in 9 quarters since.
160 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.