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Diversify Advisory Services’s HDFC Bank HDB Stock Holding History

Diversify Advisory Services’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
Q4 		– Sell
-12,413
Closed -$453K – 936
2025
Q3 		$453K Sell
12,413
-3,135
-20% -$116K 0.02% 593
2025
Q2 		$574K Sell
15,548
-2,752
-15% -$99.8K 0.02% 485
2025
Q1 		$663K Buy
+18,300
New +$558K 0.04% 293

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Diversify Advisory Services's HDB Position: Q4 2025 in Review

Diversify Advisory Services sold out of HDFC Bank (HDB) in Q4 2025, closing a stake of 12,413 shares — an estimated $453K sold.

Diversify Advisory Services first reported a position in HDB in Q1 2025 and held it in 3 quarters. The position peaked at $663K in Q1 2025. 661 funds tracked by Wall St. Rank hold HDB as of Q4 2025.

  • Diversify Advisory Services reported no remaining HDFC Bank position as of Q4 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 12,413 HDFC Bank shares in Q4 2025, an estimated $453K.
  • Diversify Advisory Services first reported a position in HDFC Bank in Q1 2025 and held it in 3 quarters.
  • Diversify Advisory Services's HDFC Bank position peaked at $663K in Q1 2025.
  • 661 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.