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CogentBlue Wealth Advisors’s HDFC Bank HDB Stock Holding History

CogentBlue 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
2026
Q3 		– Sell
-9,401
Closed -$243K – 75
2026
Q2 		$243K Buy
9,401
+1,129
+14% +$28.3K 0.14% 86
2026
Q1 		$206K Sell
8,272
-7,552
-48% -$235K 0.14% 71
2025
Q4 		$578K Sell
15,824
-405
-2% -$14.6K 0.39% 40
2025
Q3 		$554K Sell
16,229
-239
-1% -$8.81K 0.38% 41
2025
Q2 		$631K Buy
16,468
+2,672
+19% +$96.9K 0.48% 33
2025
Q1 		$458K Buy
13,796
+6,478
+89% +$198K 0.4% 36
2024
Q4 		$234K Buy
+7,318
New +$234K 0.21% 49

Other funds holding HDB

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CogentBlue Wealth Advisors's HDB Position: Q3 2026 in Review

CogentBlue Wealth Advisors sold out of HDFC Bank (HDB) in Q3 2026, closing a stake of 9,401 shares — an estimated $243K sold.

CogentBlue Wealth Advisors first reported a position in HDB in Q4 2024 and held it in 7 quarters. The position peaked at $631K in Q2 2025. 13 funds tracked by Wall St. Rank hold HDB as of Q3 2026.

  • CogentBlue Wealth Advisors reported no remaining HDFC Bank position as of Q3 2026 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 9,401 HDFC Bank shares in Q3 2026, an estimated $243K.
  • CogentBlue Wealth Advisors first reported a position in HDFC Bank in Q4 2024 and held it in 7 quarters.
  • CogentBlue Wealth Advisors's HDFC Bank position peaked at $631K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.