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Lodestone Wealth Management’s HDFC Bank HDB Stock Holding History

Lodestone Wealth 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
Q2 		$7.54K Hold
292
– – ﹤0.01% 551
2026
Q1 		$7.26K Hold
292
– – ﹤0.01% 548
2025
Q4 		$10.7K Buy
+292
New +$10.5K ﹤0.01% 498

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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

Lodestone Wealth Management's HDB Position: Q2 2026 in Review

Lodestone Wealth Management held its HDFC Bank (HDB) position steady in Q2 2026 at 292 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Lodestone Wealth Management first reported a position in HDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.7K in Q4 2025. 554 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Lodestone Wealth Management held 292 shares of HDFC Bank worth $7.54K as of Q2 2026.
  • Lodestone Wealth Management left its HDFC Bank share count unchanged in Q2 2026.
  • HDFC Bank made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #551 holding.
  • Lodestone Wealth Management first reported a position in HDFC Bank in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's HDFC Bank position peaked at $10.7K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.