SPL
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Superior Planning, LLC’s HSBC HSBC Stock Holding History

Superior Planning, 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
Q3 		$134K Buy
+1,348
New +$138K 0.06% 202

Other funds holding HSBC

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Superior Planning, LLC's HSBC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in HSBC (HSBC) in Q3 2026: 1,348 shares worth $134K. The stake represents 0.06% of the portfolio and ranks #202 among its holdings.

534 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Superior Planning, LLC held 1,348 shares of HSBC worth $134K as of Q3 2026.
  • HSBC was a new Superior Planning, LLC position in Q3 2026.
  • HSBC made up 0.06% of Superior Planning, LLC's portfolio in Q3 2026, its #202 holding.
  • 534 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.