FFA
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Farther Finance Advisors’s HSBC HSBC Stock Holding History

Farther Finance Advisors’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 		$2.45M Buy
24,672
+2,061
+9% +$211K 0.02% 679
2026
Q2 		$2.15M Buy
22,611
+2,469
+12% +$225K 0.02% 700
2026
Q1 		$1.72M Buy
20,142
+486
+2% +$41.2K 0.02% 719
2025
Q4 		$1.55M Buy
19,656
+7,892
+67% +$564K 0.02% 693
2025
Q3 		$835K Buy
11,764
+7,347
+166% +$478K 0.01% 822
2025
Q2 		$269K Sell
4,417
-363
-8% -$20.7K 0.01% 1242
2025
Q1 		$274K Sell
4,780
-640
-12% -$35K 0.01% 1091
2024
Q4 		$268K Buy
5,420
+1,638
+43% +$76K 0.01% 856
2024
Q3 		$171K Buy
3,782
+60
+2% +$2.6K 0.01% 1054
2024
Q2 		$163K Buy
3,722
+877
+31% +$37.7K 0.01% 927
2024
Q1 		$112K Sell
2,845
-136
-5% -$5.31K 0.01% 911
2023
Q4 		$121K Buy
2,981
+2,647
+793% +$102K 0.01% 728
2023
Q3 		$13.2K Buy
334
+250
+298% +$9.85K ﹤0.01% 1208
2023
Q2 		$3.33K Hold
84
– – ﹤0.01% 1572
2023
Q1 		$2.87K Hold
84
– – ﹤0.01% 1516
2022
Q4 		$2.62K Buy
+84
New +$2.38K ﹤0.01% 1361

Other funds holding HSBC

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Farther Finance Advisors's HSBC Position: Q3 2026 in Review

Farther Finance Advisors increased its HSBC (HSBC) stake by 9.1% in Q3 2026, buying an estimated $211K and bringing the position to 24,672 shares worth $2.45M. The position accounts for 0.02% of the portfolio, ranked #679.

Farther Finance Advisors first reported a position in HSBC in Q4 2022 and has held it in 16 quarters since. 32 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Farther Finance Advisors held 24,672 shares of HSBC worth $2.45M as of Q3 2026.
  • Farther Finance Advisors bought 2,061 HSBC shares in Q3 2026, an estimated $211K.
  • HSBC made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #679 holding.
  • Farther Finance Advisors first reported a position in HSBC in Q4 2022 and has held it in 16 quarters since.
  • 32 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.