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Natural Investments’s HSBC HSBC Stock Holding History

Natural Investments’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 		$603K Sell
6,344
-946
-13% -$86.3K 0.13% 134
2026
Q1 		$601K Sell
7,290
-82
-1% -$6.95K 0.15% 133
2025
Q4 		$579K Buy
7,372
+926
+14% +$66.2K 0.14% 141
2025
Q3 		$457K Sell
6,446
-11
-0.2% -$715 0.11% 148
2025
Q2 		$392K Sell
6,457
-4
-0.1% -$228 0.1% 167
2025
Q1 		$371K Sell
6,461
-299
-4% -$16.3K 0.11% 167
2024
Q4 		$334K Buy
+6,760
New +$314K 0.09% 180

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Natural Investments's HSBC Position: Q2 2026 in Review

Natural Investments reduced its HSBC (HSBC) stake by 13% in Q2 2026, selling an estimated $86.3K and leaving 6,344 shares worth $603K. The position accounts for 0.13% of the portfolio, ranked #134.

Natural Investments first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since. 417 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Natural Investments held 6,344 shares of HSBC worth $603K as of Q2 2026.
  • Natural Investments sold 946 HSBC shares in Q2 2026, an estimated $86.3K.
  • HSBC made up 0.13% of Natural Investments's portfolio in Q2 2026, its #134 holding.
  • Natural Investments first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since.
  • 417 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.