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GeoWealth Management’s HDFC Bank HDB Stock Holding History

GeoWealth 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 		– Sell
-8,554
Closed -$313K – 874
2025
Q4 		$313K Buy
8,554
+569
+7% +$20.5K 0.01% 555
2025
Q3 		$273K Buy
7,985
+89
+1% +$3.28K 0.01% 615
2025
Q2 		$303K Sell
7,896
-94
-1% -$3.41K 0.01% 539
2025
Q1 		$265K Sell
7,990
-1,386
-15% -$42.3K 0.01% 584
2024
Q4 		$299K Buy
9,376
+2,560
+38% +$81.9K 0.01% 622
2024
Q3 		$213K Buy
+6,816
New +$209K 0.01% 700
2024
Q1 		– Sell
-12,360
Closed -$415K – 871
2023
Q4 		$415K Buy
+12,360
New +$373K 0.03% 362

Other funds holding HDB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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

GeoWealth Management's HDB Position: Q1 2026 in Review

GeoWealth Management sold out of HDFC Bank (HDB) in Q1 2026, closing a stake of 8,554 shares — an estimated $313K sold.

GeoWealth Management first reported a position in HDB in Q4 2023 and held it in 7 quarters. The position peaked at $415K in Q4 2023. 604 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • GeoWealth Management reported no remaining HDFC Bank position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 8,554 HDFC Bank shares in Q1 2026, an estimated $313K.
  • GeoWealth Management first reported a position in HDFC Bank in Q4 2023 and held it in 7 quarters.
  • GeoWealth Management's HDFC Bank position peaked at $415K in Q4 2023.
  • 604 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.