SFC
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SYM Financial Corp’s HSBC HSBC Stock Holding History

SYM Financial Corp’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
Q1 		$460K Buy
5,580
+38
+0.7% +$3.22K 0.05% 143
2025
Q4 		$436K Buy
5,542
+23
+0.4% +$1.65K 0.04% 147
2025
Q3 		$392K Hold
5,519
– – 0.04% 151
2025
Q2 		$336K Sell
5,519
-497
-8% -$28.3K 0.04% 180
2025
Q1 		$345K Buy
6,016
+1,165
+24% +$63.7K 0.04% 151
2024
Q4 		$240K Buy
+4,851
New +$225K 0.03% 196

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SYM Financial Corp's HSBC Position: Q1 2026 in Review

SYM Financial Corp increased its HSBC (HSBC) stake by 0.69% in Q1 2026, buying an estimated $3.22K and bringing the position to 5,580 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #143.

SYM Financial Corp first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since. 640 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • SYM Financial Corp held 5,580 shares of HSBC worth $460K as of Q1 2026.
  • SYM Financial Corp bought 38 HSBC shares in Q1 2026, an estimated $3.22K.
  • HSBC made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #143 holding.
  • SYM Financial Corp first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since.
  • 640 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.