CFFP
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Center for Financial Planning’s HSBC HSBC Stock Holding History

Center for Financial Planning’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 		$15.5K Hold
163
– – ﹤0.01% 452
2026
Q1 		$13.4K Hold
163
– – ﹤0.01% 460
2025
Q4 		$12.8K Hold
163
– – ﹤0.01% 462
2025
Q3 		$11.6K Hold
163
– – ﹤0.01% 480
2025
Q2 		$9.91K Hold
163
– – ﹤0.01% 461
2025
Q1 		$9.36K Hold
163
– – ﹤0.01% 477
2024
Q4 		$8.06K Buy
+163
New +$7.56K ﹤0.01% 447
2020
Q2 		– Sell
-30
Closed -$1K – 505
2020
Q1 		$1K Buy
+30
New +$1.04K ﹤0.01% 531

Other funds holding HSBC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
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
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Center for Financial Planning's HSBC Position: Q2 2026 in Review

Center for Financial Planning held its HSBC (HSBC) position steady in Q2 2026 at 163 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Center for Financial Planning first reported a position in HSBC in Q1 2020 and has held it in 8 quarters since. 199 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Center for Financial Planning held 163 shares of HSBC worth $15.5K as of Q2 2026.
  • Center for Financial Planning left its HSBC share count unchanged in Q2 2026.
  • HSBC made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #452 holding.
  • Center for Financial Planning first reported a position in HSBC in Q1 2020 and has held it in 8 quarters since.
  • 199 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.