CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s HDFC Bank HDB Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$4.03M Sell
161,841
-14,839
-8% -$461K 0.01% 855
2025
Q4 		$6.46M Buy
176,680
+74,526
+73% +$2.68M 0.01% 597
2025
Q3 		$3.49M Buy
102,154
+4,784
+5% +$176K 0.01% 777
2025
Q2 		$3.73M Buy
97,370
+836
+0.9% +$30.3K 0.01% 713
2025
Q1 		$3.21M Buy
96,534
+9,688
+11% +$295K 0.01% 722
2024
Q4 		$2.77M Sell
86,846
-22
-0% -$704 0.01% 747
2024
Q3 		$2.72M Buy
86,868
+12,886
+17% +$396K 0.01% 735
2024
Q2 		$2.38M Buy
73,982
+4,670
+7% +$137K 0.01% 742
2024
Q1 		$1.94M Sell
69,312
-17,382
-20% -$493K 0.01% 816
2023
Q4 		$2.91M Buy
86,694
+30,318
+54% +$915K 0.01% 753
2023
Q3 		$1.66M Buy
56,376
+23,530
+72% +$766K 0.01% 934
2023
Q2 		$1.14M Buy
32,846
+4,462
+16% +$150K ﹤0.01% 1127
2023
Q1 		$946K Sell
28,384
-3,802
-12% -$127K ﹤0.01% 1070
2022
Q4 		$1.1M Buy
32,186
+12,346
+62% +$401K 0.01% 921
2022
Q3 		$580K Buy
19,840
+2,422
+14% +$74.4K ﹤0.01% 1182
2022
Q2 		$479K Buy
17,418
+4,960
+40% +$140K ﹤0.01% 1173
2022
Q1 		$382K Buy
12,458
+1,488
+14% +$48.4K ﹤0.01% 1298
2021
Q4 		$357K Sell
10,970
-28,868
-72% -$1.01M ﹤0.01% 1293
2021
Q3 		$1.46M Buy
39,838
+226
+0.6% +$8.38K 0.01% 615
2021
Q2 		$1.45M Sell
39,612
-11,038
-22% -$404K 0.01% 596
2021
Q1 		$1.97M Buy
50,650
+11,514
+29% +$451K 0.02% 473
2020
Q4 		$1.41M Buy
39,136
+16,320
+72% +$520K 0.02% 489
2020
Q3 		$591K Buy
22,816
+6,546
+40% +$159K 0.01% 668
2020
Q2 		$390K Buy
16,270
+206
+1% +$4.23K 0.01% 793
2020
Q1 		$290K Sell
16,064
-98
-0.6% -$2.64K 0.01% 734
2019
Q4 		$515K Buy
+16,162
New +$492K 0.01% 681

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

CAPTRUST Financial Advisors's HDB Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its HDFC Bank (HDB) stake by 8.4% in Q1 2026, selling an estimated $461K and leaving 161,841 shares worth $4.03M. The position accounts for 0.01% of the portfolio, ranked #855.

CAPTRUST Financial Advisors first reported a position in HDB in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.46M in Q4 2025. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • CAPTRUST Financial Advisors held 161,841 shares of HDFC Bank worth $4.03M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 14,839 HDFC Bank shares in Q1 2026, an estimated $461K.
  • HDFC Bank made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #855 holding.
  • CAPTRUST Financial Advisors first reported a position in HDFC Bank in Q4 2019 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's HDFC Bank position peaked at $6.46M in Q4 2025.
  • 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.