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Samalin Investment Counsel’s HSBC HSBC Stock Holding History

Samalin Investment Counsel’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 		$378K Buy
3,971
+114
+3% +$10.4K 0.12% 213
2026
Q1 		$318K Sell
3,857
-42
-1% -$3.56K 0.11% 234
2025
Q4 		$307K Buy
3,899
+24
+0.6% +$1.72K 0.11% 231
2025
Q3 		$275K Buy
3,875
+69
+2% +$4.49K 0.09% 262
2025
Q2 		$231K Buy
3,806
+149
+4% +$8.48K 0.09% 280
2025
Q1 		$210K Buy
+3,657
New +$200K 0.09% 292
2020
Q1 		– Sell
-5,309
Closed -$207K – 291
2019
Q4 		$207K Buy
+5,309
New +$201K 0.17% 147

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
EI
Ethic Inc New York $8.02B AUM 45.39% 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

Samalin Investment Counsel's HSBC Position: Q2 2026 in Review

Samalin Investment Counsel increased its HSBC (HSBC) stake by 3% in Q2 2026, buying an estimated $10.4K and bringing the position to 3,971 shares worth $378K. The position accounts for 0.12% of the portfolio, ranked #213.

Samalin Investment Counsel first reported a position in HSBC in Q4 2019 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Samalin Investment Counsel held 3,971 shares of HSBC worth $378K as of Q2 2026.
  • Samalin Investment Counsel bought 114 HSBC shares in Q2 2026, an estimated $10.4K.
  • HSBC made up 0.12% of Samalin Investment Counsel's portfolio in Q2 2026, its #213 holding.
  • Samalin Investment Counsel first reported a position in HSBC in Q4 2019 and has held it in 7 quarters since.
  • 267 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.