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Root Financial Partners’s HSBC HSBC Stock Holding History

Root 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
Q2 		– Sell
-798
Closed -$65.8K – 1650
2026
Q1 		$65.8K Sell
798
-98
-11% -$8.3K ﹤0.01% 741
2025
Q4 		$70.5K Buy
896
+286
+47% +$20.5K ﹤0.01% 594
2025
Q3 		$43.3K Buy
+610
New +$39.7K ﹤0.01% 722

Other funds holding HSBC

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Root Financial Partners's HSBC Position: Q2 2026 in Review

Root Financial Partners sold out of HSBC (HSBC) in Q2 2026, closing a stake of 798 shares — an estimated $65.8K sold.

Root Financial Partners first reported a position in HSBC in Q3 2025 and held it in 3 quarters. The position peaked at $70.5K in Q4 2025. 263 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Root Financial Partners reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 798 HSBC shares in Q2 2026, an estimated $65.8K.
  • Root Financial Partners first reported a position in HSBC in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's HSBC position peaked at $70.5K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.