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 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 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

CreativeOne Wealth's HSBC Position: Q1 2026 in Review

CreativeOne Wealth sold out of HSBC (HSBC) in Q1 2026, closing a stake of 4,045 shares — an estimated $318K sold.

CreativeOne Wealth first reported a position in HSBC in Q3 2024 and held it in 6 quarters. The position peaked at $434K in Q2 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

CreativeOne Wealth reported no remaining HSBC position as of Q1 2026 after selling out during the quarter.
CreativeOne Wealth sold 4,045 HSBC shares in Q1 2026, an estimated $318K.
CreativeOne Wealth first reported a position in HSBC in Q3 2024 and held it in 6 quarters.
CreativeOne Wealth's HSBC position peaked at $434K in Q2 2025.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.