Kerr Financial Planning’s HSBC HSBC Stock Holding History

Kerr 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
2025 Q4	–	Sell	-50	Closed	-$3.61K	–	534
2025 Q3	$3.61K	Buy	+50	New	+$3.25K	0.01%	439

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Kerr Financial Planning's HSBC Position: Q4 2025 in Review

Kerr Financial Planning sold out of HSBC (HSBC) in Q4 2025, closing a stake of 50 shares — an estimated $3.61K sold.

Kerr Financial Planning first reported a position in HSBC in Q3 2025 and held it in 1 quarter. The position peaked at $3.61K in Q3 2025. 616 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

Kerr Financial Planning reported no remaining HSBC position as of Q4 2025 after selling out during the quarter.
Kerr Financial Planning sold 50 HSBC shares in Q4 2025, an estimated $3.61K.
Kerr Financial Planning first reported a position in HSBC in Q3 2025 and held it in 1 quarter.
Kerr Financial Planning's HSBC position peaked at $3.61K in Q3 2025.
616 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.