B. Riley Wealth Advisors’s HDFC Bank HDB Stock Holding History

B. Riley Wealth Advisors’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	–	Sell	-6,170	Closed	-$205K	–	1189
2025 Q1	$205K	Buy	+6,170	New	+$188K	0.01%	1138
2024 Q2	–	Sell	-7,522	Closed	-$222K	–	1483
2024 Q1	$222K	Buy	+7,522	New	+$213K	0.01%	1210
2023 Q4	–	Sell	-7,522	Closed	-$222K	–	1443
2023 Q3	$222K	Buy	7,522 +1,754	+30%	+$57.1K	0.01%	1210
2023 Q2	$203K	Sell	5,768 -248	-4%	-$8.36K	﹤0.01%	1350
2023 Q1	$201K	Sell	6,016 -36	-0.6%	-$1.2K	0.01%	1303
2022 Q4	$207K	Buy	+6,052	New	+$196K	0.01%	1242
2021 Q4	–	Sell	-7,680	Closed	-$281K	–	1450
2021 Q3	$281K	Sell	7,680 -278	-3%	-$10.3K	0.01%	1075
2021 Q2	$297K	Sell	7,958 -3,978	-33%	-$146K	0.01%	1023
2021 Q1	$457K	Buy	11,936 +2,976	+33%	+$117K	0.02%	781
2020 Q4	$324K	Buy	+8,960	New	+$286K	0.02%	712

Other funds holding HDB

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

B. Riley Wealth Advisors's HDB Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of HDFC Bank (HDB) in Q2 2025, closing a stake of 6,170 shares — an estimated $205K sold.

B. Riley Wealth Advisors first reported a position in HDB in Q4 2020 and held it in 10 quarters. The position peaked at $457K in Q1 2021. 642 funds tracked by Wall St. Rank hold HDB as of Q2 2025.

B. Riley Wealth Advisors reported no remaining HDFC Bank position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 6,170 HDFC Bank shares in Q2 2025, an estimated $205K.
B. Riley Wealth Advisors first reported a position in HDFC Bank in Q4 2020 and held it in 10 quarters.
B. Riley Wealth Advisors's HDFC Bank position peaked at $457K in Q1 2021.
642 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.