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
2017 Q1	–	Sell	-4,428	Closed	-$30K	–	4764
2016 Q4	$30K	Buy	+4,428	New	+$157K	﹤0.01%	2790

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 Planning's HSBC Position: Q2 2026 in Review

Creative Planning reduced its HSBC (HSBC) stake by 0.85% in Q2 2026, selling an estimated $246K and leaving 313,988 shares worth $29.9M. The position accounts for 0.02% of the portfolio, ranked #366.

Creative Planning first reported a position in HSBC in Q2 2013 and has held it in 53 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Creative Planning held 313,988 shares of HSBC worth $29.9M as of Q2 2026.
Creative Planning sold 2,695 HSBC shares in Q2 2026, an estimated $246K.
HSBC made up 0.02% of Creative Planning's portfolio in Q2 2026, its #366 holding.
Creative Planning first reported a position in HSBC in Q2 2013 and has held it in 53 quarters since.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.