JFS Wealth Advisors
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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
Q3 		$13.5K Sell
606
-154
-20% -$3.66K ﹤0.01% 865
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 +$4.56K ﹤0.01% 390

Other funds holding HDB

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
C WorldWide Group
C WorldWide Group Copenhagen, Denmark $3.96B AUM 10.41% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

JFS Wealth Advisors's HDB Position: Q3 2026 in Review

JFS Wealth Advisors reduced its HDFC Bank (HDB) stake by 20% in Q3 2026, selling an estimated $3.66K and leaving 606 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

JFS Wealth Advisors first reported a position in HDB in Q1 2019 and has held it in 26 quarters since. The position peaked at $82.2K in Q2 2025. 310 funds tracked by Wall St. Rank hold HDB as of Q3 2026.

  • JFS Wealth Advisors held 606 shares of HDFC Bank worth $13.5K as of Q3 2026.
  • JFS Wealth Advisors sold 154 HDFC Bank shares in Q3 2026, an estimated $3.66K.
  • HDFC Bank made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #865 holding.
  • JFS Wealth Advisors first reported a position in HDFC Bank in Q1 2019 and has held it in 26 quarters since.
  • JFS Wealth Advisors's HDFC Bank position peaked at $82.2K in Q2 2025.
  • 310 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.