Stephens Inc’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-2,703
| Closed | -$223K | – | 1362 |
|
|
2026
Q1 | $223K | Sell |
2,703
-1,019
| -27% | -$86.3K | ﹤0.01% | 1164 |
|
|
2025
Q4 | $293K | Buy |
+3,722
| New | +$266K | ﹤0.01% | 1048 |
|
|
2020
Q1 | – | Sell |
-22,565
| Closed | -$882K | – | 1156 |
|
|
2019
Q4 | $882K | Sell |
22,565
-1,867
| -8% | -$70.8K | 0.02% | 587 |
|
|
2019
Q3 | $935K | Sell |
24,432
-5,819
| -19% | -$225K | 0.02% | 573 |
|
|
2019
Q2 | $1.26M | Buy |
30,251
+26
| +0.1% | +$1.09K | 0.03% | 521 |
|
|
2019
Q1 | $1.21M | Sell |
30,225
-18,504
| -38% | -$746K | 0.03% | 521 |
|
|
2018
Q4 | $1.93M | Sell |
48,729
-3,314
| -6% | -$133K | 0.05% | 367 |
|
|
2018
Q3 | $2.18M | Buy |
52,043
+423
| +0.8% | +$18.3K | 0.05% | 379 |
|
|
2018
Q2 | $2.29M | Buy |
51,620
+395
| +0.8% | +$18.1K | 0.07% | 304 |
|
|
2018
Q1 | $2.28M | Sell |
51,225
-1,891
| -4% | -$90K | 0.08% | 254 |
|
|
2017
Q4 | $2.51M | Buy |
53,116
+21,897
| +70% | +$990K | 0.09% | 230 |
|
|
2017
Q3 | $1.41M | Buy |
31,219
+370
| +1% | +$16.4K | 0.05% | 321 |
|
|
2017
Q2 | $1.31M | Buy |
30,849
+463
| +2% | +$18K | 0.04% | 377 |
|
|
2017
Q1 | $1.12M | Buy |
30,386
+575
| +2% | +$21.6K | 0.04% | 400 |
|
|
2016
Q4 | $1.08M | Buy |
29,811
+928
| +3% | +$32.9K | 0.04% | 361 |
|
|
2016
Q3 | $981K | Buy |
28,883
+1,504
| +5% | +$47.2K | 0.04% | 378 |
|
|
2016
Q2 | $764K | Buy |
27,379
+2,807
| +11% | +$79.4K | 0.03% | 417 |
|
|
2016
Q1 | $681K | Sell |
24,572
-1,558
| -6% | -$46.1K | 0.03% | 405 |
|
|
2015
Q4 | $919K | Buy |
26,130
+347
| +1% | +$12.3K | 0.05% | 340 |
|
|
2015
Q3 | $870K | Buy |
25,783
+1,793
| +7% | +$67K | 0.05% | 355 |
|
|
2015
Q2 | $958K | Sell |
23,990
-421
| -2% | -$17.5K | 0.04% | 372 |
|
|
2015
Q1 | $917K | Buy |
24,411
+4,191
| +21% | +$163K | 0.04% | 381 |
|
|
2014
Q4 | $823K | Buy |
20,220
+928
| +5% | +$39.6K | 0.04% | 387 |
|
|
2014
Q3 | $846K | Buy |
19,292
+7,055
| +58% | +$321K | 0.04% | 368 |
|
|
2014
Q2 | $536K | Buy |
12,237
+116
| +1% | +$5.17K | 0.03% | 486 |
|
|
2014
Q1 | $531K | Buy |
12,121
+218
| +2% | +$9.89K | 0.03% | 461 |
|
|
2013
Q4 | $565K | Buy |
11,903
+795
| +7% | +$37.6K | 0.03% | 483 |
|
|
2013
Q3 | $519K | Buy |
11,108
+174
| +2% | +$8.26K | 0.03% | 457 |
|
|
2013
Q2 | $489K | Buy |
+10,934
| New | +$512K | 0.03% | 435 |
|
Other funds holding HSBC
Stephens Inc's HSBC Position: Q2 2026 in Review
Stephens Inc sold out of HSBC (HSBC) in Q2 2026, closing a stake of 2,703 shares — an estimated $223K sold.
Stephens Inc first reported a position in HSBC in Q2 2013 and held it in 29 quarters. The position peaked at $2.51M in Q4 2017. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.
- Stephens Inc reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
- Stephens Inc sold 2,703 HSBC shares in Q2 2026, an estimated $223K.
- Stephens Inc first reported a position in HSBC in Q2 2013 and held it in 29 quarters.
- Stephens Inc's HSBC position peaked at $2.51M in Q4 2017.
- 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.
Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.