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Legacy Wealth Asset Management’s HDFC Bank HDB Stock Holding History

Legacy Wealth Asset Management’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 		$2.53M Buy
113,036
+1,687
+2% +$40.1K 0.55% 31
2026
Q2 		$2.88M Buy
111,349
+31,778
+40% +$796K 0.63% 24
2026
Q1 		$1.98M Buy
79,571
+18,044
+29% +$561K 0.48% 41
2025
Q4 		$2.25M Buy
61,527
+263
+0.4% +$9.46K 0.55% 32
2025
Q3 		$2.09M Buy
61,264
+622
+1% +$22.9K 0.51% 37
2025
Q2 		$2.32M Sell
60,642
-13,038
-18% -$473K 0.59% 33
2025
Q1 		$2.45M Buy
73,680
+2,276
+3% +$69.4K 0.68% 23
2024
Q4 		$2.28M Sell
71,404
-730
-1% -$23.3K 0.62% 27
2024
Q3 		$2.26M Sell
72,134
-1,968
-3% -$60.5K 0.61% 36
2024
Q2 		$2.38M Buy
74,102
+4,096
+6% +$120K 0.67% 23
2024
Q1 		$1.96M Buy
70,006
+13,714
+24% +$389K 0.55% 42
2023
Q4 		$1.89M Sell
56,292
-192
-0.3% -$5.79K 0.62% 36
2023
Q3 		$1.67M Sell
56,484
-3,554
-6% -$116K 0.61% 40
2023
Q2 		$2.09M Buy
60,038
+406
+0.7% +$13.7K 0.73% 22
2023
Q1 		$1.99M Buy
59,632
+1,072
+2% +$35.8K 0.72% 23
2022
Q4 		$2M Buy
58,560
+49,236
+528% +$1.6M 0.76% 20
2022
Q3 		$272K Sell
9,324
-40,802
-81% -$1.25M 0.12% 275
2022
Q2 		$1.38M Buy
50,126
+4,858
+11% +$137K 0.56% 36
2022
Q1 		$1.39M Buy
45,268
+5,102
+13% +$166K 0.49% 51
2021
Q4 		$1.31M Sell
40,166
-690
-2% -$24.2K 0.44% 50
2021
Q3 		$1.49M Sell
40,856
-792
-2% -$29.4K 0.68% 17
2021
Q2 		$1.52M Sell
41,648
-7,080
-15% -$259K 0.68% 15
2021
Q1 		$1.89M Sell
48,728
-1,058
-2% -$41.5K 0.87% 12
2020
Q4 		$1.8M Buy
+49,786
New +$1.59M 0.91% 13

Other funds holding HDB

NC
Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
BAM
Burkett Asset Management Victoria $106M AUM 18.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Wealth Asset Management's HDB Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its HDFC Bank (HDB) stake by 1.5% in Q3 2026, buying an estimated $40.1K and bringing the position to 113,036 shares worth $2.53M. The position accounts for 0.55% of the portfolio, ranked #31.

Legacy Wealth Asset Management first reported a position in HDB in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.88M in Q2 2026. 30 funds tracked by Wall St. Rank hold HDB as of Q3 2026.

  • Legacy Wealth Asset Management held 113,036 shares of HDFC Bank worth $2.53M as of Q3 2026.
  • Legacy Wealth Asset Management bought 1,687 HDFC Bank shares in Q3 2026, an estimated $40.1K.
  • HDFC Bank made up 0.55% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #31 holding.
  • Legacy Wealth Asset Management first reported a position in HDFC Bank in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's HDFC Bank position peaked at $2.88M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.