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Romano Brothers & Co’s HSBC HSBC Stock Holding History

Romano Brothers & Co’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 		$227K Buy
+2,386
New +$218K 0.02% 316
2023
Q1 		– Sell
-2,386
Closed -$74.4K – 579
2022
Q4 		$74.4K Buy
+2,386
New +$67.7K 0.01% 413

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Romano Brothers & Co's HSBC Position: Q2 2026 in Review

Romano Brothers & Co opened a new position in HSBC (HSBC) in Q2 2026: 2,386 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #316 among its holdings. This is a return to the name: Romano Brothers & Co previously reported a position in HSBC as recently as Q4 2022.

Romano Brothers & Co first reported a position in HSBC in Q4 2022 and has held it in 2 quarters since. 199 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Romano Brothers & Co held 2,386 shares of HSBC worth $227K as of Q2 2026.
  • HSBC was a new Romano Brothers & Co position in Q2 2026.
  • HSBC made up 0.02% of Romano Brothers & Co's portfolio in Q2 2026, its #316 holding.
  • Romano Brothers & Co first reported a position in HSBC in Q4 2022 and has held it in 2 quarters since.
  • 199 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.