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Jacobson & Schmitt Advisors’s HDFC Bank HDB Stock Holding History

Jacobson & Schmitt Advisors’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 		$10.9M Sell
422,878
-2,846
-0.7% -$71.3K 1.78% 26
2026
Q1 		$10.6M Buy
425,724
+26,453
+7% +$822K 1.92% 26
2025
Q4 		$14.6M Buy
399,271
+16,134
+4% +$580K 2.46% 17
2025
Q3 		$13.1M Sell
383,137
-4,531
-1% -$167K 2.25% 21
2025
Q2 		$14.9M Buy
387,668
+51,380
+15% +$1.86M 2.63% 14
2025
Q1 		$11.2M Buy
336,288
+9,744
+3% +$297K 2.28% 21
2024
Q4 		$10.4M Buy
326,544
+9,160
+3% +$293K 2.02% 25
2024
Q3 		$9.93M Buy
317,384
+14,776
+5% +$454K 2.04% 25
2024
Q2 		$9.73M Buy
302,608
+19,866
+7% +$582K 2.21% 24
2024
Q1 		$7.91M Buy
282,742
+36,800
+15% +$1.04M 1.87% 28
2023
Q4 		$8.25M Buy
245,942
+13,210
+6% +$398K 2.09% 23
2023
Q3 		$6.87M Buy
232,732
+2,452
+1% +$79.9K 1.95% 24
2023
Q2 		$8.03M Sell
230,280
-2,486
-1% -$83.8K 2.28% 22
2023
Q1 		$7.76M Sell
232,766
-66,564
-22% -$2.22M 2.23% 23
2022
Q4 		$8.74M Hold
299,330
– – 2.79% 17
2022
Q3 		$8.74M Buy
299,330
+6,978
+2% +$214K 2.79% 17
2022
Q2 		$8.03M Buy
292,352
+6,392
+2% +$180K 2.5% 20
2022
Q1 		$8.77M Buy
285,960
+12,558
+5% +$408K 2.28% 21
2021
Q4 		$8.89M Buy
273,402
+11,270
+4% +$395K 2.15% 24
2021
Q3 		$9.58M Buy
262,132
+896
+0.3% +$33.2K 2.64% 20
2021
Q2 		$9.55M Sell
261,236
-7,470
-3% -$274K 2.7% 18
2021
Q1 		$10.4M Buy
268,706
+6,972
+3% +$273K 3.38% 14
2020
Q4 		$9.46M Buy
261,734
+4,212
+2% +$134K 3.21% 16
2020
Q3 		$6.43M Buy
257,522
+8,506
+3% +$206K 2.45% 21
2020
Q2 		$5.66M Buy
249,016
+24,308
+11% +$499K 2.43% 21
2020
Q1 		$4.32M Sell
224,708
-12,372
-5% -$333K 2.45% 24
2019
Q4 		$7.51M Sell
237,080
-6,336
-3% -$193K 3.74% 9
2019
Q3 		$6.94M Buy
243,416
+5,776
+2% +$164K 3.88% 9
2019
Q2 		$7.73M Buy
237,640
+9,524
+4% +$287K 4.48% 8
2019
Q1 		$6.61M Buy
228,116
+15,000
+7% +$389K 4.12% 11
2018
Q4 		$5.52M Buy
213,116
+1,592
+0.8% +$37.6K 3.98% 8
2018
Q3 		$4.98M Buy
211,524
+2,748
+1% +$70.1K 3.11% 17
2018
Q2 		$5.48M Buy
208,776
+5,148
+3% +$129K 3.63% 10
2018
Q1 		$5.03M Sell
203,628
-1,172
-0.6% -$29.5K 3.4% 12
2017
Q4 		$5.21M Buy
204,800
+70,008
+52% +$1.68M 3.52% 13
2017
Q3 		$3.25M Buy
+134,792
New +$3.2M 2.16% 25

Other funds holding HDB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Jacobson & Schmitt Advisors's HDB Position: Q2 2026 in Review

Jacobson & Schmitt Advisors reduced its HDFC Bank (HDB) stake by 0.67% in Q2 2026, selling an estimated $71.3K and leaving 422,878 shares worth $10.9M. The position accounts for 1.78% of the portfolio, ranked #26.

Jacobson & Schmitt Advisors first reported a position in HDB in Q3 2017 and has held it in 36 quarters since. The position peaked at $14.9M in Q2 2025. 95 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Jacobson & Schmitt Advisors held 422,878 shares of HDFC Bank worth $10.9M as of Q2 2026.
  • Jacobson & Schmitt Advisors sold 2,846 HDFC Bank shares in Q2 2026, an estimated $71.3K.
  • HDFC Bank made up 1.78% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #26 holding.
  • Jacobson & Schmitt Advisors first reported a position in HDFC Bank in Q3 2017 and has held it in 36 quarters since.
  • Jacobson & Schmitt Advisors's HDFC Bank position peaked at $14.9M in Q2 2025.
  • 95 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.