Creative Planning’s HSBC HSBC Stock Holding History

Creative 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 Q1	$26.1M	Sell	316,683 -1,495	-0.5%	-$127K	0.02%	344
2025 Q4	$25M	Buy	318,178 +3,794	+1%	+$271K	0.02%	314
2025 Q3	$22.3M	Buy	314,384 +1,310	+0.4%	+$85.2K	0.02%	338
2025 Q2	$19M	Buy	313,074 +14,368	+5%	+$818K	0.02%	349
2025 Q1	$17.2M	Buy	298,706 +30,509	+11%	+$1.67M	0.02%	357
2024 Q4	$13.3M	Buy	268,197 +46,105	+21%	+$2.14M	0.01%	379
2024 Q3	$10M	Buy	222,092 +19,165	+9%	+$831K	0.01%	437
2024 Q2	$8.83M	Buy	202,927 +37,015	+22%	+$1.59M	0.01%	445
2024 Q1	$6.53M	Buy	165,912 +9,610	+6%	+$375K	0.01%	530
2023 Q4	$6.34M	Buy	156,302 +22,381	+17%	+$866K	0.01%	508
2023 Q3	$5.28M	Sell	133,921 -4,363	-3%	-$172K	0.01%	514
2023 Q2	$5.48M	Buy	138,284 +42,813	+45%	+$1.6M	0.01%	499
2023 Q1	$3.26M	Buy	95,471 +3,358	+4%	+$121K	﹤0.01%	618
2022 Q4	$2.87M	Buy	92,113 +5,804	+7%	+$165K	﹤0.01%	633
2022 Q3	$2.25M	Buy	86,309 +2,452	+3%	+$76.2K	﹤0.01%	666
2022 Q2	$2.74M	Sell	83,857 -146	-0.2%	-$4.74K	﹤0.01%	610
2022 Q1	$2.88M	Buy	84,003 +36,235	+76%	+$1.25M	﹤0.01%	610
2021 Q4	$1.44M	Sell	47,768 -38,991	-45%	-$1.14M	﹤0.01%	794
2021 Q3	$2.27M	Buy	86,759 +30,803	+55%	+$839K	﹤0.01%	651
2021 Q2	$1.61M	Buy	55,956 +11,358	+25%	+$347K	﹤0.01%	752
2021 Q1	$1.3M	Buy	44,598 +7,193	+19%	+$206K	﹤0.01%	907
2020 Q4	$969K	Buy	37,405 +1,878	+5%	+$44.6K	﹤0.01%	969
2020 Q3	$696K	Buy	35,527 +3,848	+12%	+$84.4K	﹤0.01%	959
2020 Q2	$739K	Sell	31,679 -2,047	-6%	-$50.8K	﹤0.01%	861
2020 Q1	$945K	Buy	33,726 +1,985	+6%	+$68.9K	﹤0.01%	673
2019 Q4	$1.24M	Sell	31,741 -582	-2%	-$22.1K	﹤0.01%	694
2019 Q3	$1.24M	Sell	32,323 -5,651	-15%	-$219K	﹤0.01%	662
2019 Q2	$1.58M	Buy	37,974 +3,544	+10%	+$148K	0.01%	568
2019 Q1	$1.38M	Buy	34,430 +2,788	+9%	+$112K	0.01%	607
2018 Q4	$1.25M	Buy	31,642 +8,772	+38%	+$351K	0.01%	580
2018 Q3	$958K	Buy	22,870 +1,774	+8%	+$76.9K	﹤0.01%	784
2018 Q2	$937K	Buy	21,096 +3,333	+19%	+$153K	﹤0.01%	776
2018 Q1	$790K	Sell	17,763 -484	-3%	-$23K	﹤0.01%	860
2017 Q4	$861K	Sell	18,247 -267	-1%	-$12.1K	﹤0.01%	814
2017 Q3	$836K	Sell	18,514 -2,312	-11%	-$102K	﹤0.01%	802
2017 Q2	$883K	Buy	20,826 +3,153	+18%	+$122K	﹤0.01%	747
2017 Q1	$652K	Sell	17,673 -1,170	-6%	-$44K	﹤0.01%	844
2016 Q4	$684K	Buy	18,843 +3,323	+21%	+$118K	﹤0.01%	786
2016 Q3	$527K	Sell	15,520 -9,069	-37%	-$285K	﹤0.01%	861
2016 Q2	$686K	Buy	24,589 +10,238	+71%	+$290K	0.01%	648
2016 Q1	$398K	Buy	14,351 +3,776	+36%	+$112K	﹤0.01%	847
2015 Q4	$372K	Sell	10,575 -1,636	-13%	-$57.8K	﹤0.01%	894
2015 Q3	$412K	Sell	12,211 -748	-6%	-$28K	﹤0.01%	816
2015 Q2	$517K	Sell	12,959 -1,373	-10%	-$57.2K	﹤0.01%	654
2015 Q1	$538K	Sell	14,332 -3,764	-21%	-$147K	0.01%	706
2014 Q4	$736K	Buy	18,096 +4,268	+31%	+$182K	0.01%	547
2014 Q3	$606K	Buy	13,828 +2,593	+23%	+$118K	0.01%	579
2014 Q2	$492K	Buy	11,235 +68	+0.6%	+$3.03K	0.01%	650
2014 Q1	$489K	Sell	11,167 -3,227	-22%	-$146K	0.01%	629
2013 Q4	$684K	Buy	14,394 +620	+5%	+$29.4K	0.01%	426
2013 Q3	$644K	Buy	13,774 +6,559	+91%	+$311K	0.01%	366
2013 Q2	$323K	Buy	+7,215	New	+$338K	0.01%	528

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 Planning's HSBC Position: Q1 2026 in Review

Creative Planning reduced its HSBC (HSBC) stake by 0.47% in Q1 2026, selling an estimated $127K and leaving 316,683 shares worth $26.1M. The position accounts for 0.02% of the portfolio, ranked #344.

Creative Planning first reported a position in HSBC in Q2 2013 and has held it in 52 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Creative Planning held 316,683 shares of HSBC worth $26.1M as of Q1 2026.
Creative Planning sold 1,495 HSBC shares in Q1 2026, an estimated $127K.
HSBC made up 0.02% of Creative Planning's portfolio in Q1 2026, its #344 holding.
Creative Planning first reported a position in HSBC in Q2 2013 and has held it in 52 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.