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 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 $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Financial Designs's HSBC Position: Q1 2026 in Review

Creative Financial Designs increased its HSBC (HSBC) stake by 36% in Q1 2026, buying an estimated $6.44K and bringing the position to 289 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Creative Financial Designs first reported a position in HSBC in Q4 2016 and has held it in 17 quarters since. The position peaked at $54K in Q4 2016. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Creative Financial Designs held 289 shares of HSBC worth $23.8K as of Q1 2026.
Creative Financial Designs bought 76 HSBC shares in Q1 2026, an estimated $6.44K.
HSBC made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1152 holding.
Creative Financial Designs first reported a position in HSBC in Q4 2016 and has held it in 17 quarters since.
Creative Financial Designs's HSBC position peaked at $54K in Q4 2016.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.