Summit Securities Group’s HSBC HSBC Stock Holding History

Summit Securities Group’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
2023 Q1	–	Sell	-800	Closed	-$25K	–	1033
2022 Q4	$25K	Hold	800	–	–	﹤0.01%	856
2022 Q3	$21K	Sell	800 -400	-33%	-$12.4K	﹤0.01%	713
2022 Q2	$39K	Hold	1,200	–	–	﹤0.01%	615
2022 Q1	$41K	Sell	1,200 -1,800	-60%	-$62.1K	﹤0.01%	637
2021 Q4	$90K	Buy	+3,000	New	+$87.6K	﹤0.01%	699
2021 Q3	–	Sell	-140	Closed	-$404K	–	787
2021 Q2	$404K	Hold	140	–	–	0.03%	440
2021 Q1	$408K	Buy	+140	New	+$4K	0.04%	371
2020 Q3	–	Sell	-165	Closed	-$385K	–	425
2020 Q2	$385K	Buy	+165	New	+$4.1K	0.05%	276
2020 Q1	–	Sell	-471	Closed	-$1.84M	–	372
2019 Q4	$1.84M	Buy	+471	New	+$17.9K	0.14%	148
2017 Q4	–	Sell	-47	Closed	-$212K	–	216
2017 Q3	$212K	Buy	+47	New	+$2.08K	0.04%	192

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Summit Securities Group's HSBC Position: Q2 2026 in Review

Summit Securities Group reduced its HSBC (HSBC) stake by 6.7% in Q2 2026, selling an estimated $9.13K and leaving 1,400 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #337.

Summit Securities Group first reported a position in HSBC in Q1 2014 and has held it in 26 quarters since. The position peaked at $896K in Q2 2018. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Summit Securities Group held 1,400 shares of HSBC worth $133K as of Q2 2026.
Summit Securities Group sold 100 HSBC shares in Q2 2026, an estimated $9.13K.
HSBC made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #337 holding.
Summit Securities Group first reported a position in HSBC in Q1 2014 and has held it in 26 quarters since.
Summit Securities Group's HSBC position peaked at $896K in Q2 2018.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.