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TL Private Wealth’s HSBC HSBC Stock Holding History

TL Private Wealth’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 		$200K Buy
+2,055
New +$188K 0.07% 54

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

TL Private Wealth's HSBC Position: Q2 2026 in Review

TL Private Wealth opened a new position in HSBC (HSBC) in Q2 2026: 2,055 shares worth $200K. The stake represents 0.07% of the portfolio and ranks #54 among its holdings.

184 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • TL Private Wealth held 2,055 shares of HSBC worth $200K as of Q2 2026.
  • HSBC was a new TL Private Wealth position in Q2 2026.
  • HSBC made up 0.07% of TL Private Wealth's portfolio in Q2 2026, its #54 holding.
  • 184 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on TL Private Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.