Decker Retirement Planning
HSBC icon

Decker Retirement Planning’s HSBC HSBC Stock Holding History

Decker Retirement 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
Q3 		$627 Hold
6
– – ﹤0.01% 292
2026
Q2 		$600 Buy
+6
New +$548 ﹤0.01% 393
2025
Q1 		– Sell
-64
Closed -$3.16K – 382
2024
Q4 		$3.16K Buy
+64
New +$2.97K ﹤0.01% 382

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Decker Retirement Planning's HSBC Position: Q3 2026 in Review

Decker Retirement Planning held its HSBC (HSBC) position steady in Q3 2026 at 6 shares worth $627. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Decker Retirement Planning first reported a position in HSBC in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.16K in Q4 2024. 449 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Decker Retirement Planning held 6 shares of HSBC worth $627 as of Q3 2026.
  • Decker Retirement Planning left its HSBC share count unchanged in Q3 2026.
  • HSBC made up ﹤0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #292 holding.
  • Decker Retirement Planning first reported a position in HSBC in Q4 2024 and has held it in 3 quarters since.
  • Decker Retirement Planning's HSBC position peaked at $3.16K in Q4 2024.
  • 449 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.