PlanVest Financial’s HSBC HSBC Stock Holding History

PlanVest Financial’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	$9.51K	Hold	100	–	–	0.01%	407
2026 Q1	$8.25K	Buy	+100	New	+$8.47K	0.01%	399

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PlanVest Financial's HSBC Position: Q2 2026 in Review

PlanVest Financial held its HSBC (HSBC) position steady in Q2 2026 at 100 shares worth $9.51K. The position accounts for 0.01% of the portfolio, ranked #407.

PlanVest Financial first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

PlanVest Financial held 100 shares of HSBC worth $9.51K as of Q2 2026.
PlanVest Financial left its HSBC share count unchanged in Q2 2026.
HSBC made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #407 holding.
PlanVest Financial first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since.
692 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.