DWM
HDB icon

Dogwood Wealth Management’s HDFC Bank HDB Stock Holding History

Dogwood 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
Q2 		$3.05K Hold
118
– – ﹤0.01% 596
2026
Q1 		$2.94K Buy
+118
New +$3.67K ﹤0.01% 580

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Dogwood Wealth Management's HDB Position: Q2 2026 in Review

Dogwood Wealth Management held its HDFC Bank (HDB) position steady in Q2 2026 at 118 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Dogwood Wealth Management first reported a position in HDB in Q1 2026 and has held it in 2 quarters since. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Dogwood Wealth Management held 118 shares of HDFC Bank worth $3.05K as of Q2 2026.
  • Dogwood Wealth Management left its HDFC Bank share count unchanged in Q2 2026.
  • HDFC Bank made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #596 holding.
  • Dogwood Wealth Management first reported a position in HDFC Bank in Q1 2026 and has held it in 2 quarters since.
  • 555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.