CX Institutional’s HDFC Bank HDB Stock Holding History

CX Institutional’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	$11K	Hold	422	–	–	﹤0.01%	1277
2026 Q1	$10K	Hold	422	–	–	﹤0.01%	1298
2025 Q4	$15K	Buy	422 +36	+9%	+$1.29K	﹤0.01%	1135
2025 Q3	$13K	Hold	386	–	–	﹤0.01%	1160
2025 Q2	$15K	Hold	386	–	–	﹤0.01%	996
2025 Q1	$13K	Buy	+386	New	+$11.8K	﹤0.01%	989
2022 Q3	–	Sell	-376	Closed	-$10K	–	754
2022 Q2	$10K	Buy	+376	New	+$10.6K	﹤0.01%	949
2021 Q4	–	Sell	-376	Closed	-$14K	–	583
2021 Q3	$14K	Sell	376 -96	-20%	-$3.56K	﹤0.01%	791
2021 Q2	$17K	Hold	472	–	–	﹤0.01%	761
2021 Q1	$18K	Hold	472	–	–	﹤0.01%	687
2020 Q4	$17K	Hold	472	–	–	﹤0.01%	645
2020 Q3	$12K	Hold	472	–	–	﹤0.01%	639
2020 Q2	$11K	Hold	472	–	–	﹤0.01%	547
2020 Q1	$9K	Buy	472 +96	+26%	+$2.58K	﹤0.01%	462
2019 Q4	$12K	Hold	376	–	–	﹤0.01%	411
2019 Q3	$11K	Buy	376 +56	+18%	+$1.59K	﹤0.01%	450
2019 Q2	$10K	Buy	+320	New	+$9.64K	﹤0.01%	491

Other funds holding HDB

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CX Institutional's HDB Position: Q2 2026 in Review

CX Institutional held its HDFC Bank (HDB) position steady in Q2 2026 at 422 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

CX Institutional first reported a position in HDB in Q2 2019 and has held it in 17 quarters since. The position peaked at $18K in Q1 2021. 62 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

CX Institutional held 422 shares of HDFC Bank worth $11K as of Q2 2026.
CX Institutional left its HDFC Bank share count unchanged in Q2 2026.
HDFC Bank made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1277 holding.
CX Institutional first reported a position in HDFC Bank in Q2 2019 and has held it in 17 quarters since.
CX Institutional's HDFC Bank position peaked at $18K in Q1 2021.
62 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.