Creative Financial Designs’s HSBC HSBC Stock Holding History

Creative Financial Designs’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	$20.3K	Sell	213 -76	-26%	-$6.94K	﹤0.01%	1290
2026 Q1	$23.8K	Buy	289 +76	+36%	+$6.44K	﹤0.01%	1152
2025 Q4	$16.8K	Hold	213	–	–	﹤0.01%	1203
2025 Q3	$15.1K	Buy	213 +22	+12%	+$1.43K	﹤0.01%	1233
2025 Q2	$11.6K	Hold	191	–	–	﹤0.01%	1300
2025 Q1	$11K	Buy	+191	New	+$10.4K	﹤0.01%	1279
2021 Q1	–	Sell	-22	Closed	-$1K	–	1331
2020 Q4	$1K	Hold	22	–	–	﹤0.01%	1185
2020 Q3	$0	Hold	22	–	–	﹤0.01%	1246
2020 Q2	$1K	Buy	+22	New	+$546	﹤0.01%	1097
2019 Q2	–	Sell	-30	Closed	-$1K	–	569
2019 Q1	$1K	Buy	+30	New	+$1.21K	﹤0.01%	530
2018 Q4	–	Sell	-25	Closed	-$1K	–	663
2018 Q3	$1K	Buy	25 +2	+9%	+$87	﹤0.01%	691
2018 Q2	$1K	Sell	23 -1	-4%	-$46	﹤0.01%	706
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	654
2017 Q4	$1K	Sell	24 -117	-83%	-$5.29K	﹤0.01%	653
2017 Q3	$6K	Sell	141 -217	-61%	-$9.6K	﹤0.01%	473
2017 Q2	$15K	Sell	358 -47	-12%	-$1.82K	0.01%	357
2017 Q1	$15K	Sell	405 -1,082	-73%	-$40.7K	0.01%	354
2016 Q4	$54K	Buy	+1,487	New	+$52.7K	0.04%	221

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

Creative Financial Designs's HSBC Position: Q2 2026 in Review

Creative Financial Designs reduced its HSBC (HSBC) stake by 26% in Q2 2026, selling an estimated $6.94K and leaving 213 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Creative Financial Designs first reported a position in HSBC in Q4 2016 and has held it in 18 quarters since. The position peaked at $54K in Q4 2016. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Creative Financial Designs held 213 shares of HSBC worth $20.3K as of Q2 2026.
Creative Financial Designs sold 76 HSBC shares in Q2 2026, an estimated $6.94K.
HSBC made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1290 holding.
Creative Financial Designs first reported a position in HSBC in Q4 2016 and has held it in 18 quarters since.
Creative Financial Designs's HSBC position peaked at $54K in Q4 2016.
713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.