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Gibbs Wealth Management’s HDFC Bank HDB Stock Holding History

Gibbs 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 		– Sell
-14,221
Closed -$471K – 445
2025
Q4 		$471K Sell
14,221
-2,458
-15% -$88.4K 0.11% 210
2025
Q3 		$570K Sell
16,679
-9,043
-35% -$333K 0.13% 190
2025
Q2 		$986K Buy
25,722
+4,608
+22% +$167K 0.19% 128
2025
Q1 		$701K Buy
21,114
+2,966
+16% +$90.5K 0.17% 140
2024
Q4 		$579K Buy
18,148
+2,284
+14% +$73K 0.16% 142
2024
Q3 		$496K Buy
15,864
+2,830
+22% +$87K 0.16% 148
2024
Q2 		$419K Buy
+13,034
New +$382K 0.17% 144

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

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

Gibbs Wealth Management sold out of HDFC Bank (HDB) in Q1 2026, closing a stake of 14,221 shares — an estimated $471K sold.

Gibbs Wealth Management first reported a position in HDB in Q2 2024 and held it in 7 quarters. The position peaked at $986K in Q2 2025. 604 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • Gibbs Wealth Management reported no remaining HDFC Bank position as of Q1 2026 after selling out during the quarter.
  • Gibbs Wealth Management sold 14,221 HDFC Bank shares in Q1 2026, an estimated $471K.
  • Gibbs Wealth Management first reported a position in HDFC Bank in Q2 2024 and held it in 7 quarters.
  • Gibbs Wealth Management's HDFC Bank position peaked at $986K in Q2 2025.
  • 604 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

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