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RAFFA WEALTH MANAGEMENT, LLC’s HSBC HSBC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$32.2K Buy
339
+39
+13% +$3.56K ﹤0.01% 220
2026
Q1 		$24.7K Hold
300
– – ﹤0.01% 241
2025
Q4 		$23.6K Buy
300
+153
+104% +$10.9K ﹤0.01% 244
2025
Q3 		$10.4K Buy
147
+42
+40% +$2.73K ﹤0.01% 357
2025
Q2 		$6.38K Hold
105
– – ﹤0.01% 468
2025
Q1 		$6.03K Sell
105
-159
-60% -$8.69K ﹤0.01% 402
2024
Q4 		$13.1K Sell
264
-163
-38% -$7.56K ﹤0.01% 285
2024
Q3 		$19.3K Hold
427
– – ﹤0.01% 228
2024
Q2 		$18.6K Hold
427
– – 0.01% 336
2024
Q1 		$16.8K Hold
427
– – 0.01% 341
2023
Q4 		$17.3K Hold
427
– – 0.01% 219
2023
Q3 		$16.8K Hold
427
– – 0.01% 211
2023
Q2 		$16.9K Hold
427
– – 0.01% 218
2023
Q1 		$14.6K Hold
427
– – 0.01% 244
2022
Q4 		$13.3K Hold
427
– – 0.01% 246
2022
Q3 		$11.1K Buy
427
+370
+649% +$11.5K ﹤0.01% 268
2022
Q2 		$1.86K Hold
57
– – ﹤0.01% 624
2022
Q1 		$1.95K Hold
57
– – ﹤0.01% 644
2021
Q4 		$1.72K Hold
57
– – ﹤0.01% 699
2021
Q3 		$1.49K Hold
57
– – ﹤0.01% 691
2021
Q2 		$1.64K Buy
57
+8
+16% +$244 ﹤0.01% 683
2021
Q1 		$1.43K Buy
+49
New +$1.4K ﹤0.01% 727
2017
Q1 		– Sell
-179
Closed -$6.51K – 585
2016
Q4 		$6.51K Hold
179
– – ﹤0.01% 206
2016
Q3 		$6.09K Sell
179
-3
-2% -$94 ﹤0.01% 209
2016
Q2 		$5.07K Buy
182
+25
+16% +$707 ﹤0.01% 211
2016
Q1 		$4.36K Hold
157
– – ﹤0.01% 225
2015
Q4 		$5.53K Hold
157
– – ﹤0.01% 204
2015
Q3 		$5.3K Hold
157
– – ﹤0.01% 213
2015
Q2 		$6.27K Sell
157
-2
-1% -$83 ﹤0.01% 196
2015
Q1 		$5.96K Buy
159
+10
+7% +$390 ﹤0.01% 183
2014
Q4 		$6.04K Hold
149
– – ﹤0.01% 183
2014
Q3 		$6.51K Buy
+149
New +$6.79K ﹤0.01% 181
2014
Q1 		– Sell
-149
Closed -$6.04K – 471
2013
Q4 		$6.04K Buy
+149
New +$7.05K ﹤0.01% 183

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
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
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HSBC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its HSBC (HSBC) stake by 13% in Q2 2026, buying an estimated $3.56K and bringing the position to 339 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HSBC in Q4 2013 and has held it in 33 quarters since. 243 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 339 shares of HSBC worth $32.2K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 39 HSBC shares in Q2 2026, an estimated $3.56K.
  • HSBC made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #220 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in HSBC in Q4 2013 and has held it in 33 quarters since.
  • 243 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.