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PDS Planning’s HSBC HSBC Stock Holding History

PDS 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
Q1 		$1.39M Buy
16,851
+228
+1% +$19.3K 0.09% 104
2025
Q4 		$1.31M Buy
16,623
+396
+2% +$28.3K 0.09% 108
2025
Q3 		$1.15M Sell
16,227
-313
-2% -$20.4K 0.08% 118
2025
Q2 		$1.01M Buy
16,540
+1,239
+8% +$70.5K 0.07% 128
2025
Q1 		$879K Buy
15,301
+1,079
+8% +$59K 0.07% 116
2024
Q4 		$703K Sell
14,222
-261
-2% -$12.1K 0.06% 138
2024
Q3 		$654K Buy
14,483
+71
+0.5% +$3.08K 0.06% 148
2024
Q2 		$627K Buy
14,412
+1,077
+8% +$46.3K 0.06% 133
2024
Q1 		$525K Buy
13,335
+312
+2% +$12.2K 0.06% 154
2023
Q4 		$528K Buy
13,023
+494
+4% +$19.1K 0.06% 141
2023
Q3 		$494K Buy
12,529
+611
+5% +$24.1K 0.06% 134
2023
Q2 		$472K Buy
11,918
+712
+6% +$26.6K 0.06% 144
2023
Q1 		$382K Buy
+11,206
New +$402K 0.05% 152
2022
Q4 		– Sell
-8,006
Closed -$209K – 230
2022
Q3 		$209K Sell
8,006
-1,070
-12% -$33.3K 0.04% 177
2022
Q2 		$297K Buy
+9,076
New +$294K 0.05% 142

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PDS Planning's HSBC Position: Q1 2026 in Review

PDS Planning increased its HSBC (HSBC) stake by 1.4% in Q1 2026, buying an estimated $19.3K and bringing the position to 16,851 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #104.

PDS Planning first reported a position in HSBC in Q2 2022 and has held it in 15 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • PDS Planning held 16,851 shares of HSBC worth $1.39M as of Q1 2026.
  • PDS Planning bought 228 HSBC shares in Q1 2026, an estimated $19.3K.
  • HSBC made up 0.09% of PDS Planning's portfolio in Q1 2026, its #104 holding.
  • PDS Planning first reported a position in HSBC in Q2 2022 and has held it in 15 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.