Farther Finance Advisors, LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1992825 SAN FRANCISCO, CA

Position in HSBC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,150,079

+$488,566 QoQ

Shares Held

22,611

+12.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#174

of 704 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $123,910,129 across 19 Banks - Diversified names. HSBC ranks #7 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	167,272	$54,753,143
2	BAC	Bank Of America Corp /De/	311,760	$17,764,084
3	WFC	Wells Fargo & Company/Mn	173,897	$14,370,848
4	C	Citigroup Inc	71,590	$10,019,736
5	BNY	Bank of New York Mellon Corp	48,877	$7,068,102
6	RY	Royal Bank Of Canada	15,278	$3,162,087
7	HSBC	Hsbc Holdings PLC This page	22,611	$2,150,079
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	81,112	$2,032,666

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,150,079	22,611	+12.3%	Shares	Sole	2026-07-17
2026-03-31	$1,661,513	20,142	+2.5%	Shares	Sole	2026-04-07
2025-12-31	$1,546,337	19,656	+67.1%	Shares	Sole	2026-01-23
2025-09-30	$835,008	11,764	+166.3%	Shares	Sole	2025-10-14
2025-06-30	$268,509	4,417	-7.6%	Shares	Sole	2025-07-11
2025-03-31	$274,515	4,780	-11.8%	Shares	Sole	2025-04-14
2024-12-31	$268,073	5,420	+43.3%	Shares	Sole	2025-02-10
2024-09-30	$170,908	3,782	+1.6%	Shares	Sole	2024-10-29
2024-06-30	$161,907	3,722	+30.8%	Shares	Sole	2024-07-31
2024-03-31	$111,979	2,845	-4.6%	Shares	Sole	2024-05-14
2023-12-31	$120,849	2,981	+792.5%	Shares	Sole	2024-02-15
2023-09-30	$13,179	334	+297.6%	Shares	Sole	2023-11-14
2023-06-30	$3,328	84	0.0%	Shares	Sole	2024-05-14
2023-03-31	$2,866	84	0.0%	Shares	Sole	2024-05-14
2022-12-31	$2,617	84	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.