Prospect Financial Group
HSBC icon

Prospect Financial Group’s HSBC HSBC Stock Holding History

Prospect Financial Group’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 		$255K Sell
2,568
-723
-22% -$74K 0.21% 52
2026
Q2 		$313K Buy
3,291
+38
+1% +$3.47K 0.25% 53
2026
Q1 		$268K Hold
3,253
– – 0.25% 48
2025
Q4 		$256K Sell
3,253
-2
-0.1% -$143 0.24% 50
2025
Q3 		$231K Buy
+3,255
New +$212K 0.23% 52

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Creative Planning
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ABC Arbitrage
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Prospect Financial Group's HSBC Position: Q3 2026 in Review

Prospect Financial Group reduced its HSBC (HSBC) stake by 22% in Q3 2026, selling an estimated $74K and leaving 2,568 shares worth $255K. The position accounts for 0.21% of the portfolio, ranked #52.

Prospect Financial Group first reported a position in HSBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $313K in Q2 2026. 438 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Prospect Financial Group held 2,568 shares of HSBC worth $255K as of Q3 2026.
  • Prospect Financial Group sold 723 HSBC shares in Q3 2026, an estimated $74K.
  • HSBC made up 0.21% of Prospect Financial Group's portfolio in Q3 2026, its #52 holding.
  • Prospect Financial Group first reported a position in HSBC in Q3 2025 and has held it in 5 quarters since.
  • Prospect Financial Group's HSBC position peaked at $313K in Q2 2026.
  • 438 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Prospect Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.