Elser Financial Planning’s HSBC HSBC Stock Holding History

Elser Financial 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 Q2	–	Sell	-2,500	Closed	-$209K	–	131
2026 Q1	$209K	Buy	+2,500	New	+$212K	0.01%	128

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

Elser Financial Planning's HSBC Position: Q2 2026 in Review

Elser Financial Planning sold out of HSBC (HSBC) in Q2 2026, closing a stake of 2,500 shares — an estimated $209K sold.

Elser Financial Planning first reported a position in HSBC in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 705 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Elser Financial Planning reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
Elser Financial Planning sold 2,500 HSBC shares in Q2 2026, an estimated $209K.
Elser Financial Planning first reported a position in HSBC in Q1 2026 and held it in 1 quarter.
Elser Financial Planning's HSBC position peaked at $209K in Q1 2026.
705 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.