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Marks Group Wealth Management’s HDFC Bank HDB Stock Holding History

Marks Group 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
Q1 		$319K Buy
12,806
+8
+0.1% +$249 0.03% 288
2025
Q4 		$468K Sell
12,798
-507
-4% -$18.2K 0.04% 241
2025
Q3 		$454K Sell
13,305
-24,115
-64% -$889K 0.04% 229
2025
Q2 		$1.43M Buy
37,420
+4,124
+12% +$149K 0.13% 148
2025
Q1 		$1.11M Sell
33,296
-1,750
-5% -$53.4K 0.11% 175
2024
Q4 		$1.12M Sell
35,046
-8,148
-19% -$261K 0.11% 165
2024
Q3 		$1.35M Buy
43,194
+16,670
+63% +$512K 0.13% 152
2024
Q2 		$853K Buy
26,524
+10,624
+67% +$311K 0.09% 177
2024
Q1 		$445K Sell
15,900
-764
-5% -$21.7K 0.05% 228
2023
Q4 		$559K Buy
16,664
+5,056
+44% +$153K 0.06% 209
2023
Q3 		$342K Sell
11,608
-42
-0.4% -$1.37K 0.04% 232
2023
Q2 		$406K Sell
11,650
-40
-0.3% -$1.35K 0.05% 225
2023
Q1 		$390K Buy
11,690
+1,346
+13% +$45K 0.05% 228
2022
Q4 		$354K Sell
10,344
-556
-5% -$18.1K 0.05% 232
2022
Q3 		$318K Buy
10,900
+456
+4% +$14K 0.05% 233
2022
Q2 		$287K Buy
10,444
+1,280
+14% +$36.1K 0.04% 249
2022
Q1 		$281K Sell
9,164
-1,864
-17% -$60.6K 0.04% 274
2021
Q4 		$350K Buy
11,028
+2,160
+24% +$75.6K 0.04% 260
2021
Q3 		$321K Buy
8,868
+1,500
+20% +$55.6K 0.04% 238
2021
Q2 		$270K Buy
7,368
+270
+4% +$9.89K 0.04% 222
2021
Q1 		$276K Buy
7,098
+320
+5% +$12.5K 0.04% 216
2020
Q4 		$245K Buy
+6,778
New +$216K 0.04% 228

Other funds holding HDB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
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 $70.2B AUM 29.99% 1-Year Est. Return

Marks Group Wealth Management's HDB Position: Q1 2026 in Review

Marks Group Wealth Management increased its HDFC Bank (HDB) stake by 0.06% in Q1 2026, buying an estimated $249 and bringing the position to 12,806 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #288.

Marks Group Wealth Management first reported a position in HDB in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.43M in Q2 2025. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • Marks Group Wealth Management held 12,806 shares of HDFC Bank worth $319K as of Q1 2026.
  • Marks Group Wealth Management bought 8 HDFC Bank shares in Q1 2026, an estimated $249.
  • HDFC Bank made up 0.03% of Marks Group Wealth Management's portfolio in Q1 2026, its #288 holding.
  • Marks Group Wealth Management first reported a position in HDFC Bank in Q4 2020 and has held it in 22 quarters since.
  • Marks Group Wealth Management's HDFC Bank position peaked at $1.43M in Q2 2025.
  • 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.