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CreativeOne Wealth’s HSBC HSBC Stock Holding History

CreativeOne Wealth’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 		$226K Buy
+2,374
New +$217K ﹤0.01% 1117
2026
Q1 		– Sell
-4,045
Closed -$318K – 1218
2025
Q4 		$318K Sell
4,045
-1,335
-25% -$95.5K 0.01% 926
2025
Q3 		$382K Sell
5,380
-1,757
-25% -$114K 0.01% 861
2025
Q2 		$434K Buy
7,137
+7
+0.1% +$398 0.01% 788
2025
Q1 		$409K Buy
7,130
+2,348
+49% +$128K 0.01% 754
2024
Q4 		$237K Sell
4,782
-30
-0.6% -$1.39K 0.01% 963
2024
Q3 		$217K Buy
+4,812
New +$209K 0.01% 880

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CreativeOne Wealth's HSBC Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in HSBC (HSBC) in Q2 2026: 2,374 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1117 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in HSBC as recently as Q4 2025.

CreativeOne Wealth first reported a position in HSBC in Q3 2024 and has held it in 7 quarters since. The position peaked at $434K in Q2 2025. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • CreativeOne Wealth held 2,374 shares of HSBC worth $226K as of Q2 2026.
  • HSBC was a new CreativeOne Wealth position in Q2 2026.
  • HSBC made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1117 holding.
  • CreativeOne Wealth first reported a position in HSBC in Q3 2024 and has held it in 7 quarters since.
  • CreativeOne Wealth's HSBC position peaked at $434K in Q2 2025.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.