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Sound Income Strategies’s HSBC HSBC Stock Holding History

Sound Income Strategies’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 		– Sell
-712
Closed -$60.9K – 1318
2026
Q1 		$60.9K Buy
712
+16
+2% +$1.35K ﹤0.01% 752
2025
Q4 		$57.5K Buy
696
+612
+729% +$43.8K ﹤0.01% 743
2025
Q3 		$5.66K Hold
84
– – ﹤0.01% 1143
2025
Q2 		$5.11K Sell
84
-52
-38% -$2.96K ﹤0.01% 1077
2025
Q1 		$7.8K Buy
136
+53
+64% +$2.9K ﹤0.01% 967
2024
Q4 		$4.11K Hold
83
– – ﹤0.01% 1033
2024
Q3 		$3.75K Hold
83
– – ﹤0.01% 1010
2024
Q2 		$3.61K Sell
83
-41
-33% -$1.76K ﹤0.01% 1009
2024
Q1 		$4.88K Hold
124
– – ﹤0.01% 913
2023
Q4 		$5.03K Buy
124
+41
+49% +$1.59K ﹤0.01% 895
2023
Q3 		$3.27K Hold
83
– – ﹤0.01% 833
2023
Q2 		$3.29K Hold
83
– – ﹤0.01% 815
2023
Q1 		$2.83K Buy
+83
New +$2.98K ﹤0.01% 787
2018
Q3 		– Sell
-515
Closed -$23K – 759
2018
Q2 		$23K Buy
+515
New +$23.6K 0.01% 200

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sound Income Strategies's HSBC Position: Q2 2026 in Review

Sound Income Strategies sold out of HSBC (HSBC) in Q2 2026, closing a stake of 712 shares — an estimated $60.9K sold.

Sound Income Strategies first reported a position in HSBC in Q2 2018 and held it in 14 quarters. The position peaked at $60.9K in Q1 2026. 505 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Sound Income Strategies reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 712 HSBC shares in Q2 2026, an estimated $60.9K.
  • Sound Income Strategies first reported a position in HSBC in Q2 2018 and held it in 14 quarters.
  • Sound Income Strategies's HSBC position peaked at $60.9K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.