Kovitz Investment Group Partners
HDB icon

Kovitz Investment Group Partners’s HDFC Bank HDB Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$823K Buy
33,068
+1,555
+5% +$48.3K 0.02% 342
2025
Q4 		$1.15M Buy
31,513
+906
+3% +$32.6K 0.03% 299
2025
Q3 		$1.05M Buy
+30,607
New +$1.13M ﹤0.01% 837

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Kovitz Investment Group Partners's HDB Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its HDFC Bank (HDB) stake by 4.9% in Q1 2026, buying an estimated $48.3K and bringing the position to 33,068 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #342.

Kovitz Investment Group Partners first reported a position in HDB in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2025. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • Kovitz Investment Group Partners held 33,068 shares of HDFC Bank worth $823K as of Q1 2026.
  • Kovitz Investment Group Partners bought 1,555 HDFC Bank shares in Q1 2026, an estimated $48.3K.
  • HDFC Bank made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #342 holding.
  • Kovitz Investment Group Partners first reported a position in HDFC Bank in Q3 2025 and has held it in 3 quarters since.
  • Kovitz Investment Group Partners's HDFC Bank position peaked at $1.15M in Q4 2025.
  • 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.