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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
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

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

Roxbury Financial's HSBC Position: Q2 2026 in Review

Roxbury Financial held its HSBC (HSBC) position steady in Q2 2026 at 168 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #288.

Roxbury Financial first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since. 199 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Roxbury Financial held 168 shares of HSBC worth $16K as of Q2 2026.
  • Roxbury Financial left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #288 holding.
  • Roxbury Financial first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since.
  • 199 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.