YIH
HSBC icon

Y-Intercept (HK)’s HSBC HSBC Stock Holding History

Y-Intercept (HK)’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 		$1.34M Sell
14,129
-22,574
-62% -$2.06M 0.03% 906
2026
Q1 		$3.03M Buy
+36,703
New +$3.11M 0.06% 528
2025
Q4 		– Sell
-49,410
Closed -$3.51M – 1732
2025
Q3 		$3.51M Buy
49,410
+19,176
+63% +$1.25M 0.08% 339
2025
Q2 		$1.84M Buy
30,234
+13,870
+85% +$790K 0.04% 642
2025
Q1 		$940K Sell
16,364
-19,226
-54% -$1.05M 0.06% 431
2024
Q4 		$1.76M Sell
35,590
-9,901
-22% -$459K 0.12% 234
2024
Q3 		$2.06M Sell
45,491
-19,508
-30% -$846K 0.13% 200
2024
Q2 		$2.83M Sell
64,999
-61,325
-49% -$2.64M 0.16% 158
2024
Q1 		$4.97M Buy
126,324
+24,788
+24% +$968K 0.37% 33
2023
Q4 		$4.12M Buy
+101,536
New +$3.93M 0.38% 32
2023
Q2 		– Sell
-37,759
Closed -$1.29M – 1464
2023
Q1 		$1.29M Buy
+37,759
New +$1.36M 0.15% 195
2021
Q1 		– Sell
-11,237
Closed -$291K – 689
2020
Q4 		$291K Buy
+11,237
New +$267K 0.12% 319

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK)'s HSBC Position: Q2 2026 in Review

Y-Intercept (HK) reduced its HSBC (HSBC) stake by 62% in Q2 2026, selling an estimated $2.06M and leaving 14,129 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #906.

Y-Intercept (HK) first reported a position in HSBC in Q4 2020 and has held it in 12 quarters since. The position peaked at $4.97M in Q1 2024. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Y-Intercept (HK) held 14,129 shares of HSBC worth $1.34M as of Q2 2026.
  • Y-Intercept (HK) sold 22,574 HSBC shares in Q2 2026, an estimated $2.06M.
  • HSBC made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #906 holding.
  • Y-Intercept (HK) first reported a position in HSBC in Q4 2020 and has held it in 12 quarters since.
  • Y-Intercept (HK)'s HSBC position peaked at $4.97M in Q1 2024.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.