AAS
HDB icon

Avantax Advisory Services’s HDFC Bank HDB Stock Holding History

Avantax Advisory Services’s Portfolio HDB Stock Details HDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.81M Buy
125,458
+888
+0.7% +$32.2K 0.03% 457
2025
Q1 		$4.14M Buy
124,570
+2,684
+2% +$81.9K 0.03% 477
2024
Q4 		$3.89M Sell
121,886
-268
-0.2% -$8.57K 0.02% 478
2024
Q3 		$3.82M Buy
122,154
+7,082
+6% +$218K 0.03% 473
2024
Q2 		$3.7M Buy
115,072
+79,498
+223% +$2.33M 0.03% 461
2024
Q1 		$996K Buy
35,574
+7,608
+27% +$216K 0.01% 750
2023
Q4 		$938K Buy
27,966
+2,600
+10% +$78.4K 0.01% 735
2023
Q3 		$748K Buy
25,366
+6,086
+32% +$198K 0.01% 790
2023
Q2 		$672K Buy
19,280
+3,140
+19% +$106K 0.01% 827
2023
Q1 		$538K Buy
16,140
+456
+3% +$15.2K 0.01% 882
2022
Q4 		$536K Sell
15,684
-1,444
-8% -$46.9K 0.01% 827
2022
Q3 		$500K Buy
17,128
+2,282
+15% +$70.1K 0.01% 778
2022
Q2 		$408K Buy
14,846
+962
+7% +$27.1K 0.01% 869
2022
Q1 		$426K Buy
13,884
+1,024
+8% +$33.3K 0.01% 850
2021
Q4 		$418K Buy
12,860
+972
+8% +$34K 0.01% 827
2021
Q3 		$433K Buy
11,888
+866
+8% +$32.1K 0.01% 768
2021
Q2 		$402K Buy
11,022
+3,010
+38% +$110K 0.01% 784
2021
Q1 		$311K Buy
+8,012
New +$314K 0.01% 794
2020
Q1 		– Sell
-7,220
Closed -$229K – 841
2019
Q4 		$229K Buy
+7,220
New +$220K 0.01% 735

Other funds holding HDB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Avantax Advisory Services's HDB Position: Q2 2025 in Review

Avantax Advisory Services increased its HDFC Bank (HDB) stake by 0.71% in Q2 2025, buying an estimated $32.2K and bringing the position to 125,458 shares worth $4.81M. The position accounts for 0.03% of the portfolio, ranked #457.

Avantax Advisory Services first reported a position in HDB in Q4 2019 and has held it in 19 quarters since. 640 funds tracked by Wall St. Rank hold HDB as of Q2 2025.

  • Avantax Advisory Services held 125,458 shares of HDFC Bank worth $4.81M as of Q2 2025.
  • Avantax Advisory Services bought 888 HDFC Bank shares in Q2 2025, an estimated $32.2K.
  • HDFC Bank made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #457 holding.
  • Avantax Advisory Services first reported a position in HDFC Bank in Q4 2019 and has held it in 19 quarters since.
  • 640 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.