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 Q2	–	Sell	-30,000	Closed	-$1.02M	–	984
2023 Q1	$1.02M	Sell	30,000 -14,500	-33%	-$520K	0.08%	93
2022 Q4	$1.39M	Buy	44,500 +20,000	+82%	+$568K	0.05%	149
2022 Q3	$639K	Sell	24,500 -5,500	-18%	-$171K	0.05%	213
2022 Q2	$980K	Buy	+30,000	New	+$973K	0.12%	127
2022 Q1	–	Sell	-3,000	Closed	-$90K	–	1204
2021 Q4	$90K	Buy	+3,000	New	+$87.6K	﹤0.01%	700
2020 Q3	–	Sell	-165	Closed	-$385K	–	427
2020 Q2	$385K	Buy	+165	New	+$4.1K	0.05%	277
2019 Q1	–	Sell	-87	Closed	-$345K	–	269
2018 Q4	$345K	Buy	+87	New	+$3.48K	0.03%	231
2018 Q3	–	Sell	-89	Closed	-$396K	–	226
2018 Q2	$396K	Buy	+89	New	+$4.08K	0.06%	149

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.