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Elevation Wealth Partners’s HDFC Bank HDB Stock Holding History

Elevation Wealth Partners’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
Q3 		– Sell
-660
Closed -$17K – 1369
2026
Q2 		$17K Buy
+660
New +$16.5K 0.01% 642

Other funds holding HDB

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's HDB Position: Q3 2026 in Review

Elevation Wealth Partners sold out of HDFC Bank (HDB) in Q3 2026, closing a stake of 660 shares — an estimated $17K sold.

Elevation Wealth Partners first reported a position in HDB in Q2 2026 and held it in 1 quarter. The position peaked at $17K in Q2 2026. 13 funds tracked by Wall St. Rank hold HDB as of Q3 2026.

  • Elevation Wealth Partners reported no remaining HDFC Bank position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 660 HDFC Bank shares in Q3 2026, an estimated $17K.
  • Elevation Wealth Partners first reported a position in HDFC Bank in Q2 2026 and held it in 1 quarter.
  • Elevation Wealth Partners's HDFC Bank position peaked at $17K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.