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Symphony Financial Services’s HSBC HSBC Stock Holding History

Symphony Financial Services’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
Q2 		$290K Sell
3,046
-300
-9% -$27.4K 0.13% 85
2026
Q1 		$276K Hold
3,346
– – 0.14% 83
2025
Q4 		$263K Hold
3,346
– – 0.14% 83
2025
Q3 		$238K Hold
3,346
– – 0.13% 87
2025
Q2 		$203K Buy
+3,346
New +$190K 0.12% 83

Other funds holding HSBC

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Symphony Financial Services's HSBC Position: Q2 2026 in Review

Symphony Financial Services reduced its HSBC (HSBC) stake by 9% in Q2 2026, selling an estimated $27.4K and leaving 3,046 shares worth $290K. The position accounts for 0.13% of the portfolio, ranked #85.

Symphony Financial Services first reported a position in HSBC in Q2 2025 and has held it in 5 quarters since. 297 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Symphony Financial Services held 3,046 shares of HSBC worth $290K as of Q2 2026.
  • Symphony Financial Services sold 300 HSBC shares in Q2 2026, an estimated $27.4K.
  • HSBC made up 0.13% of Symphony Financial Services's portfolio in Q2 2026, its #85 holding.
  • Symphony Financial Services first reported a position in HSBC in Q2 2025 and has held it in 5 quarters since.
  • 297 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.