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Valeo Financial Advisors’s HSBC HSBC Stock Holding History

Valeo Financial Advisors’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
2022
Q3 		– Sell
-10,000
Closed -$327K – 522
2022
Q2 		$327K Buy
+10,000
New +$324K 0.02% 322

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Valeo Financial Advisors's HSBC Position: Q2 2026 in Review

Valeo Financial Advisors increased its HSBC (HSBC) stake by 1.4% in Q2 2026, buying an estimated $7.76K and bringing the position to 6,221 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #408.

Valeo Financial Advisors first reported a position in HSBC in Q3 2017 and has held it in 27 quarters since. The position peaked at $874K in Q4 2025. 350 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Valeo Financial Advisors held 6,221 shares of HSBC worth $592K as of Q2 2026.
  • Valeo Financial Advisors bought 85 HSBC shares in Q2 2026, an estimated $7.76K.
  • HSBC made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #408 holding.
  • Valeo Financial Advisors first reported a position in HSBC in Q3 2017 and has held it in 27 quarters since.
  • Valeo Financial Advisors's HSBC position peaked at $874K in Q4 2025.
  • 350 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.