Monument Capital Management’s HSBC HSBC Stock Holding History

Monument Capital Management’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	$726K	Buy	7,636 +35	+0.5%	+$3.19K	0.15%	132
2026 Q1	$627K	Buy	7,601 +81	+1%	+$6.86K	0.16%	118
2025 Q4	$592K	Buy	7,520 +4,397	+141%	+$314K	0.15%	121
2025 Q3	$222K	Buy	+3,123	New	+$203K	0.06%	202
2018 Q4	–	Sell	-262	Closed	-$11K	–	202
2018 Q3	$11K	Buy	+262	New	+$11.4K	0.01%	176

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

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

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 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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Monument Capital Management's HSBC Position: Q2 2026 in Review

Monument Capital Management increased its HSBC (HSBC) stake by 0.46% in Q2 2026, buying an estimated $3.19K and bringing the position to 7,636 shares worth $726K. The position accounts for 0.15% of the portfolio, ranked #132.

Monument Capital Management first reported a position in HSBC in Q3 2018 and has held it in 5 quarters since. 297 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Monument Capital Management held 7,636 shares of HSBC worth $726K as of Q2 2026.
Monument Capital Management bought 35 HSBC shares in Q2 2026, an estimated $3.19K.
HSBC made up 0.15% of Monument Capital Management's portfolio in Q2 2026, its #132 holding.
Monument Capital Management first reported a position in HSBC in Q3 2018 and has held it in 5 quarters since.
297 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.