Weil Company’s HSBC HSBC Stock Holding History

Weil Company’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 Q3	$397K	Hold	4,000	–	–	0.07%	100
2026 Q2	$380K	Hold	4,000	–	–	0.07%	104
2026 Q1	$330K	Hold	4,000	–	–	0.07%	94
2025 Q4	$315K	Hold	4,000	–	–	0.07%	96
2025 Q3	$284K	Hold	4,000	–	–	0.07%	105
2025 Q2	$243K	Hold	4,000	–	–	0.06%	106
2025 Q1	$230K	Buy	+4,000	New	+$219K	0.07%	96
2019 Q4	–	Sell	-4,000	Closed	-$153K	–	208
2019 Q3	$153K	Buy	+4,000	New	+$155K	0.11%	105
2018 Q1	–	Sell	-4,504	Closed	-$212K	–	95
2017 Q4	$212K	Buy	+4,504	New	+$204K	0.19%	82

Other funds holding HSBC

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Weil Company's HSBC Position: Q3 2026 in Review

Weil Company held its HSBC (HSBC) position steady in Q3 2026 at 4,000 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #100.

Weil Company first reported a position in HSBC in Q4 2017 and has held it in 9 quarters since. 174 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Weil Company held 4,000 shares of HSBC worth $397K as of Q3 2026.
Weil Company left its HSBC share count unchanged in Q3 2026.
HSBC made up 0.07% of Weil Company's portfolio in Q3 2026, its #100 holding.
Weil Company first reported a position in HSBC in Q4 2017 and has held it in 9 quarters since.
174 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Weil Company's 13F filing for Q3 2026, filed 14 Oct 2026.