Ignite Planners’s HSBC HSBC Stock Holding History

Ignite Planners’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	–	Sell	-7,790	Closed	-$741K	–	459
2026 Q2	$741K	Sell	7,790 -156	-2%	-$14.2K	0.1%	196
2026 Q1	$654K	Sell	7,946 -332	-4%	-$28.1K	0.1%	200
2025 Q4	$729K	Sell	8,278 -8,136	-50%	-$582K	0.11%	179
2025 Q3	$1.17M	Sell	16,414 -708	-4%	-$46K	0.19%	122
2025 Q2	$1.08M	Buy	17,122 +253	+1%	+$14.4K	0.19%	126
2025 Q1	$930K	Sell	16,869 -1,020	-6%	-$55.8K	0.18%	129
2024 Q4	$878K	Buy	17,889 +462	+3%	+$21.4K	0.19%	112
2024 Q3	$788K	Buy	17,427 +225	+1%	+$9.8K	0.18%	113
2024 Q2	$747K	Sell	17,202 -957	-5%	-$41.2K	0.18%	114
2024 Q1	$714K	Buy	+18,159	New	+$709K	0.2%	115

Other funds holding HSBC

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Ignite Planners's HSBC Position: Q3 2026 in Review

Ignite Planners sold out of HSBC (HSBC) in Q3 2026, closing a stake of 7,790 shares — an estimated $741K sold.

Ignite Planners first reported a position in HSBC in Q1 2024 and held it in 10 quarters. The position peaked at $1.17M in Q3 2025. 132 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Ignite Planners reported no remaining HSBC position as of Q3 2026 after selling out during the quarter.
Ignite Planners sold 7,790 HSBC shares in Q3 2026, an estimated $741K.
Ignite Planners first reported a position in HSBC in Q1 2024 and held it in 10 quarters.
Ignite Planners's HSBC position peaked at $1.17M in Q3 2025.
132 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.