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

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

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. 713 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.
713 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.