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 Q2	$478K	Buy	18,512 +5,635	+44%	+$141K	﹤0.01%	1127
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

HB Wealth Management's HDB Position: Q2 2026 in Review

HB Wealth Management increased its HDFC Bank (HDB) stake by 44% in Q2 2026, buying an estimated $141K and bringing the position to 18,512 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

HB Wealth Management first reported a position in HDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $597K in Q4 2025. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

HB Wealth Management held 18,512 shares of HDFC Bank worth $478K as of Q2 2026.
HB Wealth Management bought 5,635 HDFC Bank shares in Q2 2026, an estimated $141K.
HDFC Bank made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1127 holding.
HB Wealth Management first reported a position in HDFC Bank in Q4 2024 and has held it in 7 quarters since.
HB Wealth Management's HDFC Bank position peaked at $597K in Q4 2025.
555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.