New England Capital Financial Advisors’s HSBC HSBC Stock Holding History

New England Capital Financial Advisors’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	$4.75K	Hold	50	–	–	﹤0.01%	323
2026 Q1	$4.13K	Hold	50	–	–	﹤0.01%	321
2025 Q4	$3.93K	Hold	50	–	–	﹤0.01%	321
2025 Q3	$3.55K	Hold	50	–	–	﹤0.01%	329
2025 Q2	$3.04K	Hold	50	–	–	﹤0.01%	328
2025 Q1	$2.87K	Hold	50	–	–	﹤0.01%	300
2024 Q4	$2.47K	Hold	50	–	–	﹤0.01%	311
2024 Q3	$2.26K	Hold	50	–	–	﹤0.01%	307
2024 Q2	$2.17K	Hold	50	–	–	﹤0.01%	311
2024 Q1	$1.97K	Hold	50	–	–	﹤0.01%	317
2023 Q4	$2.03K	Hold	50	–	–	﹤0.01%	319
2023 Q3	$1.97K	Hold	50	–	–	﹤0.01%	319
2023 Q2	$1.98K	Hold	50	–	–	﹤0.01%	314
2023 Q1	$1.71K	Hold	50	–	–	﹤0.01%	349
2022 Q4	$1.84K	Buy	+50	New	+$1.42K	﹤0.01%	348

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

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

New England Capital Financial Advisors's HSBC Position: Q2 2026 in Review

New England Capital Financial Advisors held its HSBC (HSBC) position steady in Q2 2026 at 50 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

New England Capital Financial Advisors first reported a position in HSBC in Q4 2022 and has held it in 15 quarters since. 538 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

New England Capital Financial Advisors held 50 shares of HSBC worth $4.75K as of Q2 2026.
New England Capital Financial Advisors left its HSBC share count unchanged in Q2 2026.
HSBC made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #323 holding.
New England Capital Financial Advisors first reported a position in HSBC in Q4 2022 and has held it in 15 quarters since.
538 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.