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NorthCrest Asset Manangement’s HSBC HSBC Stock Holding History

NorthCrest Asset Manangement’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 		$1.32M Buy
+13,453
New +$1.23M 0.03% 311

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement's HSBC Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in HSBC (HSBC) in Q2 2026: 13,453 shares worth $1.32M. The stake represents 0.03% of the portfolio and ranks #311 among its holdings.

109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • NorthCrest Asset Manangement held 13,453 shares of HSBC worth $1.32M as of Q2 2026.
  • HSBC was a new NorthCrest Asset Manangement position in Q2 2026.
  • HSBC made up 0.03% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #311 holding.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.