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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors's HSBC Position: Q2 2026 in Review

Farther Finance Advisors increased its HSBC (HSBC) stake by 12% in Q2 2026, buying an estimated $225K and bringing the position to 22,611 shares worth $2.15M. The position accounts for 0.02% of the portfolio, ranked #700.

Farther Finance Advisors first reported a position in HSBC in Q4 2022 and has held it in 15 quarters since. 109 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Farther Finance Advisors held 22,611 shares of HSBC worth $2.15M as of Q2 2026.
  • Farther Finance Advisors bought 2,469 HSBC shares in Q2 2026, an estimated $225K.
  • HSBC made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #700 holding.
  • Farther Finance Advisors first reported a position in HSBC in Q4 2022 and has held it in 15 quarters since.
  • 109 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.