Helios Capital Management’s HDFC Bank HDB Stock Holding History

Helios Capital 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	$7.42M	Hold	287,400	–	–	7.25%	5
2026 Q1	$7.15M	Sell	287,400 -50,000	-15%	-$1.55M	7.52%	4
2025 Q4	$12.3M	Hold	337,400	–	–	8.47%	3
2025 Q3	$11.5M	Hold	337,400	–	–	7.82%	2
2025 Q2	$12.9M	Buy	337,400 +16,000	+5%	+$580K	9.95%	1
2025 Q1	$10.7M	Buy	321,400 +70,000	+28%	+$2.13M	18.68%	2
2024 Q4	$8.03M	Hold	251,400	–	–	4.69%	7
2024 Q3	$7.86M	Buy	251,400 +60,000	+31%	+$1.84M	4.85%	5
2024 Q2	$6.16M	Hold	191,400	–	–	4.01%	9
2024 Q1	$5.36M	Hold	191,400	–	–	3.76%	10
2023 Q4	$6.42M	Buy	+191,400	New	+$5.77M	5.09%	5
2022 Q3	$3.17M	Buy	108,400 +8,800	+9%	+$270K	6.08%	5
2022 Q2	$2.74M	Buy	99,600 +33,000	+50%	+$930K	5.16%	7
2022 Q1	$2.04M	Sell	66,600 -59,000	-47%	-$1.92M	4.32%	9
2021 Q4	$4.09M	Buy	+125,600	New	+$4.4M	3.7%	5

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

Helios Capital Management's HDB Position: Q2 2026 in Review

Helios Capital Management held its HDFC Bank (HDB) position steady in Q2 2026 at 287,400 shares worth $7.42M. The position accounts for 7.25% of the portfolio, ranked #5.

Helios Capital Management first reported a position in HDB in Q4 2021 and has held it in 15 quarters since. The position peaked at $12.9M in Q2 2025. 547 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

Helios Capital Management held 287,400 shares of HDFC Bank worth $7.42M as of Q2 2026.
Helios Capital Management left its HDFC Bank share count unchanged in Q2 2026.
HDFC Bank made up 7.25% of Helios Capital Management's portfolio in Q2 2026, its #5 holding.
Helios Capital Management first reported a position in HDFC Bank in Q4 2021 and has held it in 15 quarters since.
Helios Capital Management's HDFC Bank position peaked at $12.9M in Q2 2025.
547 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Helios Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.