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Pinnacle Wealth Planning Services’s HSBC HSBC Stock Holding History

Pinnacle Wealth Planning Services’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 		$849K Buy
10,288
+20
+0.2% +$1.69K 0.09% 127
2025
Q4 		$808K Buy
10,268
+153
+2% +$10.9K 0.08% 128
2025
Q3 		$718K Sell
10,115
-1,069
-10% -$69.5K 0.08% 140
2025
Q2 		$680K Buy
11,184
+4,930
+79% +$281K 0.09% 140
2025
Q1 		$359K Buy
6,254
+459
+8% +$25.1K 0.05% 223
2024
Q4 		$287K Sell
5,795
-3,234
-36% -$150K 0.04% 264
2024
Q3 		$408K Buy
9,029
+2
+0% +$87 0.06% 228
2024
Q2 		$393K Buy
9,027
+3
+0% +$129 0.06% 220
2024
Q1 		$355K Buy
9,024
+129
+1% +$5.04K 0.05% 258
2023
Q4 		$361K Buy
8,895
+639
+8% +$24.7K 0.06% 225
2023
Q3 		$326K Buy
8,256
+469
+6% +$18.5K 0.05% 238
2023
Q2 		$309K Buy
7,787
+17
+0.2% +$634 0.05% 252
2023
Q1 		$265K Buy
7,770
+24
+0.3% +$861 0.04% 297
2022
Q4 		$241K Sell
7,746
-4,965
-39% -$141K 0.04% 308
2022
Q3 		$332K Sell
12,711
-487
-4% -$15.1K 0.06% 210
2022
Q2 		$431K Buy
13,198
+212
+2% +$6.88K 0.08% 175
2022
Q1 		$444K Buy
12,986
+4,224
+48% +$146K 0.08% 185
2021
Q4 		$264K Buy
+8,762
New +$256K 0.05% 283
2021
Q3 		– Sell
-7,722
Closed -$223K – 397
2021
Q2 		$223K Buy
+7,722
New +$236K 0.05% 296
2021
Q1 		– Sell
-6,017
Closed -$156K – 1063
2020
Q4 		$156K Buy
+6,017
New +$143K 0.04% 335

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

Pinnacle Wealth Planning Services's HSBC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its HSBC (HSBC) stake by 0.19% in Q1 2026, buying an estimated $1.69K and bringing the position to 10,288 shares worth $849K. The position accounts for 0.09% of the portfolio, ranked #127.

Pinnacle Wealth Planning Services first reported a position in HSBC in Q4 2020 and has held it in 20 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 10,288 shares of HSBC worth $849K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 20 HSBC shares in Q1 2026, an estimated $1.69K.
  • HSBC made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #127 holding.
  • Pinnacle Wealth Planning Services first reported a position in HSBC in Q4 2020 and has held it in 20 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.