LMFP
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Larry Mathis Financial Planning’s HSBC HSBC Stock Holding History

Larry Mathis 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 		$809K Buy
+8,506
New +$776K 0.62% 40

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Larry Mathis Financial Planning's HSBC Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in HSBC (HSBC) in Q2 2026: 8,506 shares worth $809K. The stake represents 0.62% of the portfolio and ranks #40 among its holdings.

713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Larry Mathis Financial Planning held 8,506 shares of HSBC worth $809K as of Q2 2026.
  • HSBC was a new Larry Mathis Financial Planning position in Q2 2026.
  • HSBC made up 0.62% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #40 holding.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.