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Rothschild Investment LLC’s HSBC HSBC Stock Holding History

Rothschild Investment LLC’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 		$166K Sell
1,749
-47
-3% -$4.29K 0.01% 911
2026
Q1 		$148K Buy
1,796
+181
+11% +$15.3K 0.01% 765
2025
Q4 		$127K Buy
1,615
+21
+1% +$1.5K 0.01% 750
2025
Q3 		$113K Buy
1,594
+780
+96% +$50.7K 0.01% 767
2025
Q2 		$49.5K Buy
814
+73
+10% +$4.16K ﹤0.01% 785
2025
Q1 		$42.6K Buy
741
+57
+8% +$3.12K ﹤0.01% 807
2024
Q4 		$33.8K Buy
684
+93
+16% +$4.31K ﹤0.01% 873
2024
Q3 		$26.7K Buy
591
+117
+25% +$5.07K ﹤0.01% 932
2024
Q2 		$20.6K Buy
474
+221
+87% +$9.51K ﹤0.01% 965
2024
Q1 		$9.96K Sell
253
-75
-23% -$2.93K ﹤0.01% 1048
2023
Q4 		$13.3K Buy
+328
New +$12.7K ﹤0.01% 940
2016
Q3 		– Sell
-8,588
Closed -$240K – 485
2016
Q2 		$240K Buy
8,588
+561
+7% +$15.9K 0.03% 392
2016
Q1 		$223K Buy
+8,027
New +$237K 0.03% 398

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Rothschild Investment LLC's HSBC Position: Q2 2026 in Review

Rothschild Investment LLC reduced its HSBC (HSBC) stake by 2.6% in Q2 2026, selling an estimated $4.29K and leaving 1,749 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #911.

Rothschild Investment LLC first reported a position in HSBC in Q1 2016 and has held it in 13 quarters since. The position peaked at $240K in Q2 2016. 417 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Rothschild Investment LLC held 1,749 shares of HSBC worth $166K as of Q2 2026.
  • Rothschild Investment LLC sold 47 HSBC shares in Q2 2026, an estimated $4.29K.
  • HSBC made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #911 holding.
  • Rothschild Investment LLC first reported a position in HSBC in Q1 2016 and has held it in 13 quarters since.
  • Rothschild Investment LLC's HSBC position peaked at $240K in Q2 2016.
  • 417 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.