Exencial Wealth Advisors’s HDFC Bank HDB Stock Holding History

Exencial 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 Q1	$1.3M	Buy	52,290 +3,735	+8%	+$116K	0.04%	263
2025 Q4	$1.77M	Buy	48,555 +2,301	+5%	+$82.8K	0.06%	238
2025 Q3	$1.58M	Buy	46,254 +2,698	+6%	+$99.5K	0.05%	241
2025 Q2	$1.67M	Buy	43,556 +3,106	+8%	+$113K	0.06%	235
2025 Q1	$1.34M	Buy	40,450 +1,740	+4%	+$53.1K	0.05%	254
2024 Q4	$1.24M	Buy	38,710 +1,320	+4%	+$42.2K	0.05%	263
2024 Q3	$1.17M	Buy	37,390 +1,758	+5%	+$54K	0.04%	262
2024 Q2	$1.15M	Buy	35,632 +86	+0.2%	+$2.52K	0.04%	258
2024 Q1	$995K	Buy	35,546 +1,130	+3%	+$32K	0.04%	277
2023 Q4	$1.15M	Buy	+34,416	New	+$1.04M	0.05%	246
2021 Q2	–	Sell	-6,268	Closed	-$243K	–	453
2021 Q1	$243K	Buy	+6,268	New	+$246K	0.01%	381

Other funds holding HDB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Exencial Wealth Advisors's HDB Position: Q1 2026 in Review

Exencial Wealth Advisors increased its HDFC Bank (HDB) stake by 7.7% in Q1 2026, buying an estimated $116K and bringing the position to 52,290 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #263.

Exencial Wealth Advisors first reported a position in HDB in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.77M in Q4 2025. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

Exencial Wealth Advisors held 52,290 shares of HDFC Bank worth $1.3M as of Q1 2026.
Exencial Wealth Advisors bought 3,735 HDFC Bank shares in Q1 2026, an estimated $116K.
HDFC Bank made up 0.04% of Exencial Wealth Advisors's portfolio in Q1 2026, its #263 holding.
Exencial Wealth Advisors first reported a position in HDFC Bank in Q1 2021 and has held it in 11 quarters since.
Exencial Wealth Advisors's HDFC Bank position peaked at $1.77M in Q4 2025.
600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.