Matthew Hamilton Rosenberg’s HSBC HSBC Stock Holding History

Matthew Hamilton Rosenberg’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	$269K	Hold	2,713	–	–	0.05%	179
2026 Q2	$258K	Buy	2,713 +135	+5%	+$12.3K	0.05%	187
2026 Q1	$213K	Hold	2,578	–	–	0.04%	200
2025 Q4	$203K	Hold	2,578	–	–	0.04%	205
2025 Q3	$183K	Hold	2,578	–	–	0.04%	223
2025 Q2	$157K	Buy	2,578 +132	+5%	+$7.51K	0.04%	244
2025 Q1	$140K	Buy	2,446 +101	+4%	+$5.52K	0.04%	248
2024 Q4	$116K	Hold	2,345	–	–	0.03%	284
2024 Q3	$106K	Hold	2,345	–	–	0.03%	318
2024 Q2	$103K	Sell	2,345 -297	-11%	-$12.8K	0.03%	292
2024 Q1	$104K	Hold	2,642	–	–	0.03%	308
2023 Q4	$107K	Sell	2,642 -399	-13%	-$15.4K	0.03%	296
2023 Q3	$120K	Hold	3,041	–	–	0.04%	255
2023 Q2	$120K	Hold	3,041	–	–	0.04%	258
2023 Q1	$104K	Sell	3,041 -794	-21%	-$28.5K	0.03%	303
2022 Q4	$119K	Hold	3,835	–	–	0.04%	271
2022 Q3	$100K	Hold	3,835	–	–	0.04%	287
2022 Q2	$125K	Hold	3,835	–	–	0.05%	254
2022 Q1	$131K	Hold	3,835	–	–	0.05%	264
2021 Q4	$116K	Hold	3,835	–	–	0.04%	268
2021 Q3	$100K	Hold	3,835	–	–	0.04%	281
2021 Q2	$111K	Hold	3,835	–	–	0.06%	240
2021 Q1	$112K	Buy	3,835 +399	+12%	+$11.4K	0.06%	226
2020 Q4	$89K	Sell	3,436 -2,101	-38%	-$49.9K	0.06%	242
2020 Q3	$108K	Sell	5,537 -2,666	-33%	-$58.5K	0.08%	189
2020 Q2	$191K	Buy	8,203 +5,975	+268%	+$148K	0.15%	84
2020 Q1	$63K	Buy	+2,228	New	+$77.4K	0.06%	225

Other funds holding HSBC

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

ABC Arbitrage Paris, France $1.02B AUM 30.46% 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

Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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

Matthew Hamilton Rosenberg's HSBC Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its HSBC (HSBC) position steady in Q3 2026 at 2,713 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #179.

Matthew Hamilton Rosenberg first reported a position in HSBC in Q1 2020 and has held it in 27 quarters since. 177 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Matthew Hamilton Rosenberg held 2,713 shares of HSBC worth $269K as of Q3 2026.
Matthew Hamilton Rosenberg left its HSBC share count unchanged in Q3 2026.
HSBC made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #179 holding.
Matthew Hamilton Rosenberg first reported a position in HSBC in Q1 2020 and has held it in 27 quarters since.
177 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.