Seven Mile Advisory
HSBC icon

Seven Mile Advisory’s HSBC HSBC Stock Holding History

Seven Mile Advisory’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 		$504K Sell
5,070
-124
-2% -$12.7K 0.34% 54
2026
Q2 		$494K Sell
5,194
-57
-1% -$5.2K 0.33% 63
2026
Q1 		$433K Buy
5,251
+742
+16% +$62.8K 0.31% 67
2025
Q4 		$355K Sell
4,509
-649
-13% -$46.4K 0.06% 145
2025
Q3 		$366K Hold
5,158
– – 0.06% 175
2025
Q2 		$314K Sell
5,158
-298
-5% -$17K 0.19% 115
2025
Q1 		$313K Buy
5,456
+51
+0.9% +$2.79K 0.21% 103
2024
Q4 		$267K Buy
5,405
+190
+4% +$8.81K 0.17% 115
2024
Q3 		$236K Buy
5,215
+473
+10% +$20.5K 0.16% 137
2024
Q2 		$206K Buy
+4,742
New +$204K 0.15% 140

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Seven Mile Advisory's HSBC Position: Q3 2026 in Review

Seven Mile Advisory reduced its HSBC (HSBC) stake by 2.4% in Q3 2026, selling an estimated $12.7K and leaving 5,070 shares worth $504K. The position accounts for 0.34% of the portfolio, ranked #54.

Seven Mile Advisory first reported a position in HSBC in Q2 2024 and has held it in 10 quarters since. 455 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Seven Mile Advisory held 5,070 shares of HSBC worth $504K as of Q3 2026.
  • Seven Mile Advisory sold 124 HSBC shares in Q3 2026, an estimated $12.7K.
  • HSBC made up 0.34% of Seven Mile Advisory's portfolio in Q3 2026, its #54 holding.
  • Seven Mile Advisory first reported a position in HSBC in Q2 2024 and has held it in 10 quarters since.
  • 455 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Seven Mile Advisory's 13F filing for Q3 2026, filed 22 Oct 2026.