Cerity Partners
HDB icon

Cerity Partners’s HDFC Bank HDB Stock Holding History

Cerity 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 		$2.72M Sell
109,249
-8,634
-7% -$268K ﹤0.01% 1311
2025
Q4 		$4.31M Sell
117,883
-21,649
-16% -$779K 0.01% 984
2025
Q3 		$4.77M Sell
139,532
-23,266
-14% -$858K 0.01% 877
2025
Q2 		$6.24M Sell
162,798
-21,444
-12% -$777K 0.01% 717
2025
Q1 		$6.12M Buy
184,242
+54,104
+42% +$1.65M 0.01% 664
2024
Q4 		$4.09M Buy
130,138
+718
+0.6% +$23K 0.01% 795
2024
Q3 		$4.05M Buy
129,420
+45,046
+53% +$1.38M 0.01% 792
2024
Q2 		$2.71M Buy
84,374
+17,854
+27% +$523K 0.01% 800
2024
Q1 		$1.86M Buy
66,520
+31,670
+91% +$898K ﹤0.01% 1002
2023
Q4 		$1.17M Buy
34,850
+19,198
+123% +$579K ﹤0.01% 928
2023
Q3 		$462K Buy
+15,652
New +$510K ﹤0.01% 1003
2023
Q1 		– Sell
-6,732
Closed -$230K – 1873
2022
Q4 		$230K Buy
+6,732
New +$219K ﹤0.01% 1260
2022
Q2 		– Sell
-9,882
Closed -$303K – 1210
2022
Q1 		$303K Buy
+9,882
New +$321K ﹤0.01% 721
2019
Q4 		– Sell
-25,278
Closed -$721K – 551
2019
Q3 		$721K Buy
25,278
+2,714
+12% +$77.3K 0.04% 278
2019
Q2 		$734K Sell
22,564
-12,344
-35% -$372K 0.05% 270
2019
Q1 		$1.01M Buy
34,908
+3,036
+10% +$78.7K 0.07% 236
2018
Q4 		$825K Buy
31,872
+568
+2% +$13.4K 0.06% 250
2018
Q3 		$736K Sell
31,304
-1,584
-5% -$40.4K 0.05% 283
2018
Q2 		$863K Buy
32,888
+6,132
+23% +$153K 0.06% 250
2018
Q1 		$661K Buy
+26,756
New +$674K 0.05% 292

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 $70.2B AUM 29.99% 1-Year Est. Return

Cerity Partners's HDB Position: Q1 2026 in Review

Cerity Partners reduced its HDFC Bank (HDB) stake by 7.3% in Q1 2026, selling an estimated $268K and leaving 109,249 shares worth $2.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Cerity Partners first reported a position in HDB in Q1 2018 and has held it in 20 quarters since. The position peaked at $6.24M in Q2 2025. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • Cerity Partners held 109,249 shares of HDFC Bank worth $2.72M as of Q1 2026.
  • Cerity Partners sold 8,634 HDFC Bank shares in Q1 2026, an estimated $268K.
  • HDFC Bank made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1311 holding.
  • Cerity Partners first reported a position in HDFC Bank in Q1 2018 and has held it in 20 quarters since.
  • Cerity Partners's HDFC Bank position peaked at $6.24M in Q2 2025.
  • 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.