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Polaris Financial Partners’s HSBC HSBC Stock Holding History

Polaris Financial Partners’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 		$253K Buy
+2,542
New +$260K 0.11% 76

Other funds holding HSBC

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Polaris Financial Partners's HSBC Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in HSBC (HSBC) in Q3 2026: 2,542 shares worth $253K. The stake represents 0.11% of the portfolio and ranks #76 among its holdings.

7 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Polaris Financial Partners held 2,542 shares of HSBC worth $253K as of Q3 2026.
  • HSBC was a new Polaris Financial Partners position in Q3 2026.
  • HSBC made up 0.11% of Polaris Financial Partners's portfolio in Q3 2026, its #76 holding.
  • 7 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.