Toth Financial Advisory’s HSBC HSBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-6
Closed -$571 – 1054
2026
Q2
$571 Hold
6
– – ﹤0.01% 856
2026
Q1
$495 Hold
6
– – ﹤0.01% 848
2025
Q4
$473 Buy
+6
New +$429 ﹤0.01% 810

Other funds holding HSBC

Toth Financial Advisory's HSBC Position: Q3 2026 in Review

Toth Financial Advisory sold out of HSBC (HSBC) in Q3 2026, closing a stake of 6 shares — an estimated $571 sold.

Toth Financial Advisory first reported a position in HSBC in Q4 2025 and held it in 3 quarters. The position peaked at $571 in Q2 2026. 139 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Toth Financial Advisory reported no remaining HSBC position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 6 HSBC shares in Q3 2026, an estimated $571.
  • Toth Financial Advisory first reported a position in HSBC in Q4 2025 and held it in 3 quarters.
  • Toth Financial Advisory's HSBC position peaked at $571 in Q2 2026.
  • 139 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.