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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

CogentBlue Wealth Advisors's HDB Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its HDFC Bank (HDB) stake by 14% in Q2 2026, buying an estimated $28.3K and bringing the position to 9,401 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #86.

CogentBlue Wealth Advisors first reported a position in HDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $631K in Q2 2025. 72 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • CogentBlue Wealth Advisors held 9,401 shares of HDFC Bank worth $243K as of Q2 2026.
  • CogentBlue Wealth Advisors bought 1,129 HDFC Bank shares in Q2 2026, an estimated $28.3K.
  • HDFC Bank made up 0.14% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • CogentBlue Wealth Advisors first reported a position in HDFC Bank in Q4 2024 and has held it in 7 quarters since.
  • CogentBlue Wealth Advisors's HDFC Bank position peaked at $631K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.