EWA
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EverSource Wealth Advisors’s HDFC Bank HDB Stock Holding History

EverSource 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 		$244K Sell
9,437
-3,949
-30% -$99K 0.01% 912
2026
Q1 		$333K Buy
13,386
+3,438
+35% +$107K 0.01% 796
2025
Q4 		$364K Buy
9,948
+3,221
+48% +$116K 0.01% 666
2025
Q3 		$230K Sell
6,727
-531
-7% -$19.6K 0.01% 836
2025
Q2 		$278K Buy
7,258
+2,376
+49% +$86.1K 0.01% 705
2025
Q1 		$162K Sell
4,882
-36
-0.7% -$1.1K 0.01% 736
2024
Q4 		$157K Sell
4,918
-834
-14% -$26.7K 0.01% 751
2024
Q3 		$180K Sell
5,752
-1,296
-18% -$39.8K 0.01% 594
2024
Q2 		$211K Buy
7,048
+3,078
+78% +$90.2K 0.01% 540
2024
Q1 		$114K Sell
3,970
-130
-3% -$3.69K 0.01% 664
2023
Q4 		$138K Buy
4,100
+4,014
+4,667% +$121K 0.01% 535
2023
Q3 		$2.54K Buy
86
+4
+5% +$130 ﹤0.01% 1946
2023
Q2 		$2.86K Buy
82
+58
+242% +$1.96K ﹤0.01% 1935
2023
Q1 		$800 Hold
24
– – ﹤0.01% 2156
2022
Q4 		$821 Hold
24
– – ﹤0.01% 2142
2022
Q3 		$1K Buy
+24
New +$738 ﹤0.01% 1820
2022
Q2 		– Sell
-62
Closed -$2K – 1780
2022
Q1 		$2K Sell
62
-34
-35% -$1.1K ﹤0.01% 1524
2021
Q4 		$3K Buy
+96
New +$3.36K ﹤0.01% 1428

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

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

EverSource Wealth Advisors reduced its HDFC Bank (HDB) stake by 30% in Q2 2026, selling an estimated $99K and leaving 9,437 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #912.

EverSource Wealth Advisors first reported a position in HDB in Q4 2021 and has held it in 18 quarters since. The position peaked at $364K in Q4 2025. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • EverSource Wealth Advisors held 9,437 shares of HDFC Bank worth $244K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,949 HDFC Bank shares in Q2 2026, an estimated $99K.
  • HDFC Bank made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #912 holding.
  • EverSource Wealth Advisors first reported a position in HDFC Bank in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's HDFC Bank position peaked at $364K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.