Roxbury Financial
HSBC icon

Roxbury Financial’s HSBC HSBC Stock Holding History

Roxbury Financial’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 		$16.7K Hold
168
– – 0.01% 298
2026
Q2 		$16K Hold
168
– – 0.01% 288
2026
Q1 		$13.9K Hold
168
– – 0.01% 284
2025
Q4 		$13.2K Hold
168
– – 0.01% 287
2025
Q3 		$11.9K Hold
168
– – 0.01% 280
2025
Q2 		$10.2K Hold
168
– – 0.01% 281
2025
Q1 		$10.1K Hold
168
– – 0.01% 279
2024
Q4 		$7.88K Buy
+168
New +$7.79K 0.01% 315

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ABC Arbitrage
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AssetMark Inc
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Truist Financial
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TD Waterhouse Canada
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Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Vise Technologies
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Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Roxbury Financial's HSBC Position: Q3 2026 in Review

Roxbury Financial held its HSBC (HSBC) position steady in Q3 2026 at 168 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #298.

Roxbury Financial first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since. 274 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Roxbury Financial held 168 shares of HSBC worth $16.7K as of Q3 2026.
  • Roxbury Financial left its HSBC share count unchanged in Q3 2026.
  • HSBC made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #298 holding.
  • Roxbury Financial first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since.
  • 274 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.