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Dakota Wealth Management’s HDFC Bank HDB Stock Holding History

Dakota 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
2026
Q1 		– Sell
-8,013
Closed -$293K – 795
2025
Q4 		$293K Buy
8,013
+710
+10% +$25.5K 0.01% 661
2025
Q3 		$249K Buy
7,303
+1,399
+24% +$51.6K 0.01% 585
2025
Q2 		$226K Sell
5,904
-2,244
-28% -$81.3K ﹤0.01% 697
2025
Q1 		$271K Buy
+8,148
New +$248K 0.01% 641

Other funds holding HDB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Dakota Wealth Management's HDB Position: Q1 2026 in Review

Dakota Wealth Management sold out of HDFC Bank (HDB) in Q1 2026, closing a stake of 8,013 shares — an estimated $293K sold.

Dakota Wealth Management first reported a position in HDB in Q1 2025 and held it in 4 quarters. The position peaked at $293K in Q4 2025. 604 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • Dakota Wealth Management reported no remaining HDFC Bank position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 8,013 HDFC Bank shares in Q1 2026, an estimated $293K.
  • Dakota Wealth Management first reported a position in HDFC Bank in Q1 2025 and held it in 4 quarters.
  • Dakota Wealth Management's HDFC Bank position peaked at $293K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.