CPG
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Cornerstone Planning Group’s HSBC HSBC Stock Holding History

Cornerstone Planning Group’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 		$62.9K Buy
610
+15
+3% +$1.37K 0.01% 349
2026
Q1 		$52K Buy
595
+97
+19% +$8.21K 0.01% 391
2025
Q4 		$43.3K Buy
498
+117
+31% +$8.37K 0.01% 385
2025
Q3 		$26.8K Hold
381
– – ﹤0.01% 494
2025
Q2 		$23.6K Buy
381
+99
+35% +$5.63K ﹤0.01% 383
2025
Q1 		$15.8K Buy
282
+22
+8% +$1.2K ﹤0.01% 460
2024
Q4 		$13.5K Buy
260
+56
+27% +$2.6K ﹤0.01% 368
2024
Q3 		$9.47K Buy
204
+84
+70% +$3.64K ﹤0.01% 427
2024
Q2 		$4.85K Buy
120
+43
+56% +$1.85K ﹤0.01% 587
2024
Q1 		$3.42K Buy
77
+71
+1,183% +$2.77K ﹤0.01% 581
2023
Q4 		$243 Hold
6
– – ﹤0.01% 849
2023
Q3 		$237 Buy
+6
New +$236 ﹤0.01% 1006

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Cornerstone Planning Group's HSBC Position: Q2 2026 in Review

Cornerstone Planning Group increased its HSBC (HSBC) stake by 2.5% in Q2 2026, buying an estimated $1.37K and bringing the position to 610 shares worth $62.9K. The position accounts for 0.01% of the portfolio, ranked #349.

Cornerstone Planning Group first reported a position in HSBC in Q3 2023 and has held it in 12 quarters since. 430 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Cornerstone Planning Group held 610 shares of HSBC worth $62.9K as of Q2 2026.
  • Cornerstone Planning Group bought 15 HSBC shares in Q2 2026, an estimated $1.37K.
  • HSBC made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #349 holding.
  • Cornerstone Planning Group first reported a position in HSBC in Q3 2023 and has held it in 12 quarters since.
  • 430 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.