CWM
HDB icon

Congress Wealth Management’s HDFC Bank HDB Stock Holding History

Congress Wealth Management’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
2025
Q2 		$611K Sell
15,934
-14,056
-47% -$510K 0.01% 861
2025
Q1 		$996K Sell
29,990
-6,356
-17% -$194K 0.01% 636
2024
Q4 		$1.16M Sell
36,346
-4,526
-11% -$145K 0.02% 497
2024
Q3 		$1.28M Buy
40,872
+2,612
+7% +$80.3K 0.02% 480
2024
Q2 		$1.23M Sell
38,260
-416
-1% -$12.2K 0.02% 402
2024
Q1 		$1.08M Sell
38,676
-11,672
-23% -$331K 0.02% 370
2023
Q4 		$1.69M Sell
50,348
-7,894
-14% -$238K 0.03% 335
2023
Q3 		$1.72M Buy
58,242
+12,016
+26% +$391K 0.04% 316
2023
Q2 		$1.61M Buy
46,226
+244
+0.5% +$8.23K 0.04% 291
2023
Q1 		$1.53M Buy
45,982
+5,662
+14% +$189K 0.04% 299
2022
Q4 		$1.38M Sell
40,320
-1,330
-3% -$43.2K 0.04% 304
2022
Q3 		$1.22M Sell
41,650
-9,310
-18% -$286K 0.03% 316
2022
Q2 		$1.4M Sell
50,960
-906
-2% -$25.5K 0.04% 308
2022
Q1 		$1.59M Buy
51,866
+1,584
+3% +$51.5K 0.03% 307
2021
Q4 		$1.64M Buy
+50,282
New +$1.76M 0.03% 324

Other funds holding HDB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Congress Wealth Management's HDB Position: Q2 2025 in Review

Congress Wealth Management reduced its HDFC Bank (HDB) stake by 47% in Q2 2025, selling an estimated $510K and leaving 15,934 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #861.

Congress Wealth Management first reported a position in HDB in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.72M in Q3 2023. 642 funds tracked by Wall St. Rank hold HDB as of Q2 2025.

  • Congress Wealth Management held 15,934 shares of HDFC Bank worth $611K as of Q2 2025.
  • Congress Wealth Management sold 14,056 HDFC Bank shares in Q2 2025, an estimated $510K.
  • HDFC Bank made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #861 holding.
  • Congress Wealth Management first reported a position in HDFC Bank in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's HDFC Bank position peaked at $1.72M in Q3 2023.
  • 642 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.