Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

HSBC holding history

HSBC Holdings PLC in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HSBC overviewAll 13F holders of HSBCFull Q2 2026 holdings

Shares (Q2 2026)
313,988
Value
$29.9M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HSBC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026313,988$29.9M<0.1%−2,695−0.9%ReducedHolders
Q1 2026316,683$26.1M<0.1%−1,495−0.5%ReducedHolders
Q4 2025318,178$25.0M<0.1%+3,794+1.2%AddedHolders
Q3 2025314,384$22.3M<0.1%+1,310+0.4%AddedHolders
Q2 2025313,074$19.0M<0.1%+14,368+4.8%AddedHolders
Q1 2025298,706$17.2M<0.1%+30,509+11.4%AddedHolders
Q4 2024268,197$13.3M<0.1%+46,105+20.8%AddedHolders
Q3 2024222,092$10.0M<0.1%+19,165+9.4%AddedHolders
Q2 2024202,927$8.83M<0.1%+37,015+22.3%AddedHolders
Q1 2024165,912$6.53M<0.1%+9,610+6.1%AddedHolders
Q4 2023156,302$6.34M<0.1%+22,381+16.7%AddedHolders
Q3 2023133,921$5.28M<0.1%−4,363−3.2%ReducedHolders
Q2 2023138,284$5.48M<0.1%+42,813+44.8%AddedHolders
Q1 202395,471$3.26M<0.1%+3,358+3.6%AddedHolders
Q4 202292,113$2.87M<0.1%+5,804+6.7%AddedHolders
Q3 202286,309$2.25M<0.1%+2,452+2.9%AddedHolders
Q2 202283,857$2.74M<0.1%−146−0.2%ReducedHolders
Q1 202284,003$2.88M<0.1%+36,235+75.9%AddedHolders
Q4 202147,768$1.44M<0.1%−38,991−44.9%ReducedHolders
Q3 202186,759$2.27M<0.1%+30,803+55.0%AddedHolders
Q2 202155,956$1.61M<0.1%+11,358+25.5%AddedHolders
Q1 202144,598$1.30M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.