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Planning Strategies’s HSBC HSBC Stock Holding History

Planning Strategies’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 		$15.2K Buy
+153
New +$15.7K 0.01% 282

Other funds holding HSBC

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Planning Strategies's HSBC Position: Q3 2026 in Review

Planning Strategies opened a new position in HSBC (HSBC) in Q3 2026: 153 shares worth $15.2K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings.

7 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Planning Strategies held 153 shares of HSBC worth $15.2K as of Q3 2026.
  • HSBC was a new Planning Strategies position in Q3 2026.
  • HSBC made up 0.01% of Planning Strategies's portfolio in Q3 2026, its #282 holding.
  • 7 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.