Avantax Planning Partners’s HSBC HSBC Stock Holding History

Avantax Planning Partners’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	$241K	Hold	2,536	–	–	0.01%	406
2026 Q1	$209K	Buy	+2,536	New	+$215K	0.01%	412
2018 Q4	–	Sell	-796	Closed	-$33K	–	685
2018 Q3	$33K	Buy	+796	New	+$34.5K	﹤0.01%	579
2018 Q2	–	Sell	-1,344	Closed	-$60K	–	768
2018 Q1	$60K	Buy	+1,344	New	+$64K	0.01%	497

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Avantax Planning Partners's HSBC Position: Q2 2026 in Review

Avantax Planning Partners held its HSBC (HSBC) position steady in Q2 2026 at 2,536 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #406.

Avantax Planning Partners first reported a position in HSBC in Q1 2018 and has held it in 4 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Avantax Planning Partners held 2,536 shares of HSBC worth $241K as of Q2 2026.
Avantax Planning Partners left its HSBC share count unchanged in Q2 2026.
HSBC made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #406 holding.
Avantax Planning Partners first reported a position in HSBC in Q1 2018 and has held it in 4 quarters since.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.