BWP
HDB icon

BSW Wealth Partners’s HDFC Bank HDB Stock Holding History

BSW Wealth Partners’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
2026
Q1 		– Sell
-7,866
Closed -$287K – 325
2025
Q4 		$287K Sell
7,866
-237
-3% -$8.53K 0.03% 252
2025
Q3 		$277K Sell
8,103
-6,351
-44% -$234K 0.03% 266
2025
Q2 		$554K Sell
14,454
-638
-4% -$23.1K 0.08% 148
2025
Q1 		$501K Sell
15,092
-1,298
-8% -$39.6K 0.08% 153
2024
Q4 		$523K Buy
16,390
+928
+6% +$29.7K 0.08% 153
2024
Q3 		$484K Buy
15,462
+5,868
+61% +$180K 0.07% 161
2024
Q2 		$309K Buy
+9,594
New +$281K 0.05% 204
2024
Q1 		– Sell
-11,960
Closed -$401K – 308
2023
Q4 		$401K Buy
11,960
+1,686
+16% +$50.9K 0.08% 147
2023
Q3 		$303K Buy
+10,274
New +$335K 0.07% 174

Other funds holding HDB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BSW Wealth Partners's HDB Position: Q1 2026 in Review

BSW Wealth Partners sold out of HDFC Bank (HDB) in Q1 2026, closing a stake of 7,866 shares — an estimated $287K sold.

BSW Wealth Partners first reported a position in HDB in Q3 2023 and held it in 9 quarters. The position peaked at $554K in Q2 2025. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • BSW Wealth Partners reported no remaining HDFC Bank position as of Q1 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 7,866 HDFC Bank shares in Q1 2026, an estimated $287K.
  • BSW Wealth Partners first reported a position in HDFC Bank in Q3 2023 and held it in 9 quarters.
  • BSW Wealth Partners's HDFC Bank position peaked at $554K in Q2 2025.
  • 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on BSW Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.