Moody National Bank Trust Division’s HSBC HSBC Stock Holding History

Moody National Bank Trust Division’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	$202K	Buy	+2,033	New	+$208K	0.02%	493
2021 Q4	–	Sell	-13,786	Closed	-$361K	–	394
2021 Q3	$361K	Hold	13,786	–	–	0.01%	345
2021 Q2	$398K	Hold	13,786	–	–	0.01%	332
2021 Q1	$402K	Hold	13,786	–	–	0.01%	329
2020 Q4	$357K	Buy	13,786 +110	+0.8%	+$2.61K	0.01%	324
2020 Q3	$268K	Sell	13,676 -52	-0.4%	-$1.14K	0.01%	327
2020 Q2	$320K	Buy	13,728 +928	+7%	+$23K	0.01%	310
2020 Q1	$359K	Sell	12,800 -755	-6%	-$26.2K	0.01%	281
2019 Q4	$530K	Buy	13,555 +674	+5%	+$25.6K	0.01%	271
2019 Q3	$493K	Sell	12,881 -782	-6%	-$30.3K	0.01%	276
2019 Q2	$570K	Buy	13,663 +126	+0.9%	+$5.28K	0.02%	259
2019 Q1	$543K	Sell	13,537 -509	-4%	-$20.5K	0.01%	263
2018 Q4	$557K	Buy	14,046 +610	+5%	+$24.4K	0.02%	252
2018 Q3	$563K	Buy	+13,436	New	+$582K	0.01%	260

Other funds holding HSBC

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Moody National Bank Trust Division's HSBC Position: Q3 2026 in Review

Moody National Bank Trust Division opened a new position in HSBC (HSBC) in Q3 2026: 2,033 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #493 among its holdings. This is a return to the name: Moody National Bank Trust Division previously reported a position in HSBC as recently as Q3 2021.

Moody National Bank Trust Division first reported a position in HSBC in Q3 2018 and has held it in 14 quarters since. The position peaked at $570K in Q2 2019. 32 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Moody National Bank Trust Division held 2,033 shares of HSBC worth $202K as of Q3 2026.
HSBC was a new Moody National Bank Trust Division position in Q3 2026.
HSBC made up 0.02% of Moody National Bank Trust Division's portfolio in Q3 2026, its #493 holding.
Moody National Bank Trust Division first reported a position in HSBC in Q3 2018 and has held it in 14 quarters since.
Moody National Bank Trust Division's HSBC position peaked at $570K in Q2 2019.
32 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.