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Diversify Wealth Management’s HDFC Bank HDB Stock Holding History

Diversify 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 		$242K Buy
+9,588
New +$298K ﹤0.01% 1035
2025
Q3 		– Sell
-8,390
Closed -$310K – 548
2025
Q2 		$310K Sell
8,390
-798
-9% -$28.9K 0.02% 449
2025
Q1 		$333K Sell
9,188
-752
-8% -$22.9K 0.02% 424
2024
Q4 		$291K Buy
9,940
+716
+8% +$22.9K 0.02% 434
2024
Q3 		$296K Buy
9,224
+284
+3% +$8.73K 0.03% 401
2024
Q2 		$259K Buy
+8,940
New +$262K 0.03% 380

Other funds holding HDB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Diversify Wealth Management opened a new position in HDFC Bank (HDB) in Q1 2026: 9,588 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings. This is a return to the name: Diversify Wealth Management previously reported a position in HDB as recently as Q2 2025.

Diversify Wealth Management first reported a position in HDB in Q2 2024 and has held it in 6 quarters since. The position peaked at $333K in Q1 2025. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • Diversify Wealth Management held 9,588 shares of HDFC Bank worth $242K as of Q1 2026.
  • HDFC Bank was a new Diversify Wealth Management position in Q1 2026.
  • HDFC Bank made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1035 holding.
  • Diversify Wealth Management first reported a position in HDFC Bank in Q2 2024 and has held it in 6 quarters since.
  • Diversify Wealth Management's HDFC Bank position peaked at $333K in Q1 2025.
  • 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.