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
2016 Q4	–	Sell	-1,771	Closed	-$1K	–	4705
2016 Q3	$1K	Sell	1,771 -25	-1%	-$785	﹤0.01%	4383
2016 Q2	$4K	Buy	+1,796	New	+$50.8K	﹤0.01%	3746

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.