JSW
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Journey Strategic Wealth’s HDFC Bank HDB Stock Holding History

Journey Strategic Wealth’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
2025
Q3 		– Sell
-5,984
Closed -$229K – 737
2025
Q2 		$229K Buy
+5,984
New +$217K 0.01% 551

Other funds holding HDB

GQG Partners
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Journey Strategic Wealth's HDB Position: Q3 2025 in Review

Journey Strategic Wealth sold out of HDFC Bank (HDB) in Q3 2025, closing a stake of 5,984 shares — an estimated $229K sold.

Journey Strategic Wealth first reported a position in HDB in Q2 2025 and held it in 1 quarter. The position peaked at $229K in Q2 2025. 635 funds tracked by Wall St. Rank hold HDB as of Q3 2025.

  • Journey Strategic Wealth reported no remaining HDFC Bank position as of Q3 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 5,984 HDFC Bank shares in Q3 2025, an estimated $229K.
  • Journey Strategic Wealth first reported a position in HDFC Bank in Q2 2025 and held it in 1 quarter.
  • Journey Strategic Wealth's HDFC Bank position peaked at $229K in Q2 2025.
  • 635 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2025.

Based on Journey Strategic Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.