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EP Wealth Advisors’s HDFC Bank HDB Stock Holding History

EP Wealth Advisors’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 		$259K Buy
+10,009
New +$251K ﹤0.01% 1375
2026
Q1 		– Sell
-12,618
Closed -$461K – 1539
2025
Q4 		$461K Buy
+12,618
New +$454K ﹤0.01% 919
2025
Q2 		$280K Buy
+7,306
New +$265K ﹤0.01% 1058
2022
Q3 		– Sell
-10,948
Closed -$301K – 450
2022
Q2 		$301K Buy
+10,948
New +$309K 0.01% 479

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

EP Wealth Advisors's HDB Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in HDFC Bank (HDB) in Q2 2026: 10,009 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in HDB as recently as Q4 2025.

EP Wealth Advisors first reported a position in HDB in Q2 2022 and has held it in 4 quarters since. The position peaked at $461K in Q4 2025. 554 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • EP Wealth Advisors held 10,009 shares of HDFC Bank worth $259K as of Q2 2026.
  • HDFC Bank was a new EP Wealth Advisors position in Q2 2026.
  • HDFC Bank made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1375 holding.
  • EP Wealth Advisors first reported a position in HDFC Bank in Q2 2022 and has held it in 4 quarters since.
  • EP Wealth Advisors's HDFC Bank position peaked at $461K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.