MFG
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Merit Financial Group’s HSBC HSBC Stock Holding History

Merit Financial 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
Q2 		$1.68M Buy
17,681
+1,535
+10% +$140K 0.01% 833
2026
Q1 		$1.33M Buy
16,146
+363
+2% +$30.7K 0.01% 853
2025
Q4 		$1.24M Buy
15,783
+1,093
+7% +$78.2K 0.01% 845
2025
Q3 		$1.04M Buy
14,690
+1,195
+9% +$77.7K 0.01% 850
2025
Q2 		$820K Buy
13,495
+3,430
+34% +$195K 0.01% 881
2025
Q1 		$578K Buy
10,065
+4,133
+70% +$226K 0.01% 872
2024
Q4 		$293K Buy
+5,932
New +$275K 0.01% 934
2024
Q3 		– Sell
-4,946
Closed -$215K – 890
2024
Q2 		$215K Buy
+4,946
New +$213K ﹤0.01% 847
2023
Q2 		– Sell
-27,407
Closed -$935K – 750
2023
Q1 		$935K Buy
+27,407
New +$984K 0.03% 295

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Merit Financial Group's HSBC Position: Q2 2026 in Review

Merit Financial Group increased its HSBC (HSBC) stake by 9.5% in Q2 2026, buying an estimated $140K and bringing the position to 17,681 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #833.

Merit Financial Group first reported a position in HSBC in Q1 2023 and has held it in 9 quarters since. 125 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Merit Financial Group held 17,681 shares of HSBC worth $1.68M as of Q2 2026.
  • Merit Financial Group bought 1,535 HSBC shares in Q2 2026, an estimated $140K.
  • HSBC made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #833 holding.
  • Merit Financial Group first reported a position in HSBC in Q1 2023 and has held it in 9 quarters since.
  • 125 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.