HWM
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HB Wealth Management’s HDFC Bank HDB Stock Holding History

HB 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 		$320K Sell
12,877
-3,470
-21% -$108K ﹤0.01% 1199
2025
Q4 		$597K Buy
16,347
+2,083
+15% +$74.9K ﹤0.01% 833
2025
Q3 		$487K Buy
14,264
+1,374
+11% +$50.7K ﹤0.01% 869
2025
Q2 		$494K Sell
12,890
-2,470
-16% -$89.5K ﹤0.01% 751
2025
Q1 		$510K Buy
15,360
+8,062
+110% +$246K ﹤0.01% 760
2024
Q4 		$233K Buy
+7,298
New +$233K ﹤0.01% 912

Other funds holding HDB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

HB Wealth Management reduced its HDFC Bank (HDB) stake by 21% in Q1 2026, selling an estimated $108K and leaving 12,877 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

HB Wealth Management first reported a position in HDB in Q4 2024 and has held it in 6 quarters since. The position peaked at $597K in Q4 2025. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • HB Wealth Management held 12,877 shares of HDFC Bank worth $320K as of Q1 2026.
  • HB Wealth Management sold 3,470 HDFC Bank shares in Q1 2026, an estimated $108K.
  • HDFC Bank made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1199 holding.
  • HB Wealth Management first reported a position in HDFC Bank in Q4 2024 and has held it in 6 quarters since.
  • HB Wealth Management's HDFC Bank position peaked at $597K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.