SYM Financial Corp
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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
Q3 		$644K Buy
6,484
+348
+6% +$35.6K 0.05% 130
2026
Q2 		$583K Buy
6,136
+556
+10% +$50.7K 0.05% 125
2026
Q1 		$460K Buy
5,580
+38
+0.7% +$3.22K 0.05% 143
2025
Q4 		$436K Buy
5,542
+23
+0.4% +$1.64K 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

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Dimensional Fund Advisors
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Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

SYM Financial Corp's HSBC Position: Q3 2026 in Review

SYM Financial Corp increased its HSBC (HSBC) stake by 5.7% in Q3 2026, buying an estimated $35.6K and bringing the position to 6,484 shares worth $644K. The position accounts for 0.05% of the portfolio, ranked #130.

SYM Financial Corp first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since. 410 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • SYM Financial Corp held 6,484 shares of HSBC worth $644K as of Q3 2026.
  • SYM Financial Corp bought 348 HSBC shares in Q3 2026, an estimated $35.6K.
  • HSBC made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #130 holding.
  • SYM Financial Corp first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since.
  • 410 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.