Cornerstone Planning’s HSBC HSBC Stock Holding History

Cornerstone 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	$2.12M	Buy	22,281 +196	+0.9%	+$17.9K	0.49%	68
2026 Q1	$1.82M	Buy	+22,085	New	+$1.87M	0.41%	84

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

Cornerstone Planning's HSBC Position: Q2 2026 in Review

Cornerstone Planning increased its HSBC (HSBC) stake by 0.89% in Q2 2026, buying an estimated $17.9K and bringing the position to 22,281 shares worth $2.12M. The position accounts for 0.49% of the portfolio, ranked #68.

Cornerstone Planning first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since. 703 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Cornerstone Planning held 22,281 shares of HSBC worth $2.12M as of Q2 2026.
Cornerstone Planning bought 196 HSBC shares in Q2 2026, an estimated $17.9K.
HSBC made up 0.49% of Cornerstone Planning's portfolio in Q2 2026, its #68 holding.
Cornerstone Planning first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since.
703 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.