SCP
HSBC icon

Sivia Capital Partners’s HSBC HSBC Stock Holding History

Sivia Capital Partners’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 		$1.3M Buy
13,631
+5,105
+60% +$466K 0.16% 150
2026
Q1 		$703K Sell
8,526
-7,218
-46% -$611K 0.14% 197
2025
Q4 		$1.24M Buy
15,744
+3,809
+32% +$272K 0.25% 80
2025
Q3 		$847K Buy
11,935
+39
+0.3% +$2.54K 0.24% 68
2025
Q2 		$723K Buy
11,896
+1,899
+19% +$108K 0.25% 68
2025
Q1 		$574K Buy
9,997
+2,349
+31% +$128K 0.27% 59
2024
Q4 		$378K Sell
7,648
-251
-3% -$11.6K 0.19% 83
2024
Q3 		$357K Sell
7,899
-958
-11% -$41.5K 0.21% 98
2024
Q2 		$385K Buy
8,857
+1,607
+22% +$69.2K 0.26% 69
2024
Q1 		$285K Sell
7,250
-834
-10% -$32.6K 0.19% 119
2023
Q4 		$328K Buy
+8,084
New +$313K 0.25% 78

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

Sivia Capital Partners's HSBC Position: Q2 2026 in Review

Sivia Capital Partners increased its HSBC (HSBC) stake by 60% in Q2 2026, buying an estimated $466K and bringing the position to 13,631 shares worth $1.3M. The position accounts for 0.16% of the portfolio, ranked #150.

Sivia Capital Partners first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since. 182 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Sivia Capital Partners held 13,631 shares of HSBC worth $1.3M as of Q2 2026.
  • Sivia Capital Partners bought 5,105 HSBC shares in Q2 2026, an estimated $466K.
  • HSBC made up 0.16% of Sivia Capital Partners's portfolio in Q2 2026, its #150 holding.
  • Sivia Capital Partners first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since.
  • 182 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.