Root Financial Partners
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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
Q3 		$149K Buy
+1,502
New +$154K 0.01% 562
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

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BlackRock
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Sanders Capital
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American Century Companies
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ClearBridge Investments
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Quantinno Capital Management
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JP Morgan Chase
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Root Financial Partners's HSBC Position: Q3 2026 in Review

Root Financial Partners opened a new position in HSBC (HSBC) in Q3 2026: 1,502 shares worth $149K. The stake represents 0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HSBC as recently as Q1 2026.

Root Financial Partners first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Root Financial Partners held 1,502 shares of HSBC worth $149K as of Q3 2026.
  • HSBC was a new Root Financial Partners position in Q3 2026.
  • HSBC made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #562 holding.
  • Root Financial Partners first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.