EWM
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Endowment Wealth Management’s HDFC Bank HDB Stock Holding History

Endowment 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 		$246K Sell
9,875
-614
-6% -$19.1K 0.11% 137
2025
Q4 		$383K Sell
10,489
-1,205
-10% -$43.4K 0.18% 95
2025
Q3 		$399K Sell
11,694
-328
-3% -$12.1K 0.18% 93
2025
Q2 		$461K Buy
12,022
+60
+0.5% +$2.17K 0.24% 79
2025
Q1 		$397K Sell
11,962
-442
-4% -$13.5K 0.26% 78
2024
Q4 		$396K Buy
12,404
+578
+5% +$18.5K 0.27% 77
2024
Q3 		$370K Buy
11,826
+2,754
+30% +$84.6K 0.24% 81
2024
Q2 		$292K Buy
9,072
+196
+2% +$5.74K 0.21% 98
2024
Q1 		$248K Buy
8,876
+544
+7% +$15.4K 0.19% 109
2023
Q4 		$280K Buy
8,332
+368
+5% +$11.1K 0.23% 100
2023
Q3 		$235K Sell
7,964
-130
-2% -$4.24K 0.21% 109
2023
Q2 		$282K Buy
8,094
+994
+14% +$33.5K 0.26% 99
2023
Q1 		$237K Sell
7,100
-444
-6% -$14.8K 0.24% 107
2022
Q4 		$258K Buy
+7,544
New +$245K 0.28% 94

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

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

Endowment Wealth Management reduced its HDFC Bank (HDB) stake by 5.9% in Q1 2026, selling an estimated $19.1K and leaving 9,875 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #137.

Endowment Wealth Management first reported a position in HDB in Q4 2022 and has held it in 14 quarters since. The position peaked at $461K in Q2 2025. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • Endowment Wealth Management held 9,875 shares of HDFC Bank worth $246K as of Q1 2026.
  • Endowment Wealth Management sold 614 HDFC Bank shares in Q1 2026, an estimated $19.1K.
  • HDFC Bank made up 0.11% of Endowment Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Endowment Wealth Management first reported a position in HDFC Bank in Q4 2022 and has held it in 14 quarters since.
  • Endowment Wealth Management's HDFC Bank position peaked at $461K in Q2 2025.
  • 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.