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Sowell Financial Services’s HSBC HSBC Stock Holding History

Sowell Financial Services’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 		$3.1M Buy
32,650
+1,392
+4% +$127K 0.1% 209
2026
Q1 		$2.58M Sell
31,258
-351
-1% -$29.7K 0.1% 227
2025
Q4 		$2.49M Buy
31,609
+4,899
+18% +$350K 0.09% 228
2025
Q3 		$1.9M Sell
26,710
-10,521
-28% -$684K 0.07% 291
2025
Q2 		$2.26M Buy
37,231
+782
+2% +$44.5K 0.09% 226
2025
Q1 		$2.09M Buy
+36,449
New +$1.99M 0.1% 226
2021
Q2 		– Sell
-3,240
Closed -$102K – 1491
2021
Q1 		$102K Buy
3,240
+490
+18% +$14K ﹤0.01% 1359
2020
Q4 		$71K Hold
2,750
– – ﹤0.01% 1276
2020
Q3 		$54K Buy
2,750
+2,656
+2,826% +$58.2K ﹤0.01% 1187
2020
Q2 		$2K Sell
94
-82
-47% -$2.04K ﹤0.01% 2160
2020
Q1 		$5K Sell
176
-149
-46% -$5.17K ﹤0.01% 1818
2019
Q4 		$13K Sell
325
-187
-37% -$7.09K ﹤0.01% 1595
2019
Q3 		$20K Buy
+512
New +$19.8K ﹤0.01% 1277
2017
Q1 		– Sell
-325
Closed -$13K – 398
2016
Q4 		$13K Buy
+325
New +$11.5K ﹤0.01% 462

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sowell Financial Services's HSBC Position: Q2 2026 in Review

Sowell Financial Services increased its HSBC (HSBC) stake by 4.5% in Q2 2026, buying an estimated $127K and bringing the position to 32,650 shares worth $3.1M. The position accounts for 0.1% of the portfolio, ranked #209.

Sowell Financial Services first reported a position in HSBC in Q4 2016 and has held it in 14 quarters since. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Sowell Financial Services held 32,650 shares of HSBC worth $3.1M as of Q2 2026.
  • Sowell Financial Services bought 1,392 HSBC shares in Q2 2026, an estimated $127K.
  • HSBC made up 0.1% of Sowell Financial Services's portfolio in Q2 2026, its #209 holding.
  • Sowell Financial Services first reported a position in HSBC in Q4 2016 and has held it in 14 quarters since.
  • 707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.