HSBC HLDGS PLC

Ticker: HSBC CUSIP: 404280406 Class: ADR

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,718 Value ($000) $607 Avg Close — Range —
Q3 2025
Shares 5,194 Value ($000) $369 Avg Close — Range —
Q2 2025
Shares 4,770 Value ($000) $290 Avg Close — Range —