JWA
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JFS Wealth Advisors’s HDFC Bank HDB Stock Holding History

JFS Wealth 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 		$19.6K Sell
760
-84
-10% -$2.1K ﹤0.01% 773
2026
Q1 		$21K Sell
844
-1,206
-59% -$37.5K ﹤0.01% 722
2025
Q4 		$74.9K Sell
2,050
-94
-4% -$3.38K ﹤0.01% 454
2025
Q3 		$73.2K Hold
2,144
– – ﹤0.01% 447
2025
Q2 		$82.2K Buy
2,144
+94
+5% +$3.41K 0.01% 399
2025
Q1 		$68.1K Buy
2,050
+14
+0.7% +$427 ﹤0.01% 421
2024
Q4 		$65K Buy
2,036
+702
+53% +$22.5K ﹤0.01% 417
2024
Q3 		$41.7K Buy
1,334
+550
+70% +$16.9K ﹤0.01% 500
2024
Q2 		$25.2K Buy
784
+530
+209% +$15.5K ﹤0.01% 557
2024
Q1 		$7.11K Sell
254
-394
-61% -$11.2K ﹤0.01% 943
2023
Q4 		$21.7K Buy
648
+80
+14% +$2.41K ﹤0.01% 568
2023
Q3 		$16.8K Hold
568
– – ﹤0.01% 586
2023
Q2 		$19.8K Hold
568
– – ﹤0.01% 550
2023
Q1 		$18.9K Hold
568
– – ﹤0.01% 551
2022
Q4 		$19.4K Hold
568
– – ﹤0.01% 541
2022
Q3 		$17K Hold
568
– – ﹤0.01% 605
2022
Q2 		$16K Sell
568
-52
-8% -$1.47K ﹤0.01% 632
2022
Q1 		$19K Sell
620
-220
-26% -$7.15K ﹤0.01% 619
2021
Q4 		$27K Sell
840
-228
-21% -$7.98K ﹤0.01% 518
2021
Q3 		$39K Buy
1,068
+848
+385% +$31.4K ﹤0.01% 451
2021
Q2 		$8K Hold
220
– – ﹤0.01% 465
2021
Q1 		$9K Hold
220
– – ﹤0.01% 426
2020
Q4 		$8K Hold
220
– – ﹤0.01% 434
2020
Q3 		$5K Buy
+220
New +$5.34K ﹤0.01% 446
2019
Q2 		– Sell
-176
Closed -$5K – 470
2019
Q1 		$5K Buy
+176
New +$4.57K ﹤0.01% 390

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

JFS Wealth Advisors's HDB Position: Q2 2026 in Review

JFS Wealth Advisors reduced its HDFC Bank (HDB) stake by 10% in Q2 2026, selling an estimated $2.1K and leaving 760 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

JFS Wealth Advisors first reported a position in HDB in Q1 2019 and has held it in 25 quarters since. The position peaked at $82.2K in Q2 2025. 83 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • JFS Wealth Advisors held 760 shares of HDFC Bank worth $19.6K as of Q2 2026.
  • JFS Wealth Advisors sold 84 HDFC Bank shares in Q2 2026, an estimated $2.1K.
  • HDFC Bank made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #773 holding.
  • JFS Wealth Advisors first reported a position in HDFC Bank in Q1 2019 and has held it in 25 quarters since.
  • JFS Wealth Advisors's HDFC Bank position peaked at $82.2K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.