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
Q2 		– Sell
-33,068
Closed -$823K – 498
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

Other funds holding HDB

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Royal Bank of Canada
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Kovitz Investment Group Partners's HDB Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of HDFC Bank (HDB) in Q2 2026, closing a stake of 33,068 shares — an estimated $823K sold.

Kovitz Investment Group Partners first reported a position in HDB in Q3 2025 and held it in 3 quarters. The position peaked at $1.15M in Q4 2025. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Kovitz Investment Group Partners reported no remaining HDFC Bank position as of Q2 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 33,068 HDFC Bank shares in Q2 2026, an estimated $823K.
  • Kovitz Investment Group Partners first reported a position in HDFC Bank in Q3 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's HDFC Bank position peaked at $1.15M in Q4 2025.
  • 555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.