O'Shaughnessy Asset Management’s HDFC Bank HDB Stock Holding History

O'Shaughnessy 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 Q2	$4.75M	Sell	183,726 -21,619	-11%	-$542K	0.02%	571
2026 Q1	$5.11M	Sell	205,345 -60,116	-23%	-$1.87M	0.03%	519
2025 Q4	$9.7M	Buy	265,461 +26,768	+11%	+$963K	0.05%	363
2025 Q3	$8.15M	Buy	238,693 +24,281	+11%	+$895K	0.05%	382
2025 Q2	$8.22M	Buy	214,412 +70,024	+48%	+$2.54M	0.06%	347
2025 Q1	$4.8M	Sell	144,388 -20,416	-12%	-$623K	0.04%	437
2024 Q4	$5.26M	Buy	164,804 +32,600	+25%	+$1.04M	0.04%	394
2024 Q3	$4.09M	Buy	132,204 +31,560	+31%	+$970K	0.04%	447
2024 Q2	$3.24M	Buy	100,644 +41,782	+71%	+$1.22M	0.03%	476
2024 Q1	$1.65M	Sell	58,862 -6,914	-11%	-$196K	0.02%	643
2023 Q4	$2.21M	Sell	65,776 -9,792	-13%	-$295K	0.03%	507
2023 Q3	$2.23M	Sell	75,568 -2,726	-3%	-$88.8K	0.03%	457
2023 Q2	$2.73M	Sell	78,294 -11,234	-13%	-$379K	0.04%	388
2023 Q1	$2.98M	Sell	89,528 -39,988	-31%	-$1.34M	0.05%	373
2022 Q4	$4.43M	Buy	129,516 +17,024	+15%	+$553K	0.07%	284
2022 Q3	$3.29M	Buy	112,492 +26,684	+31%	+$820K	0.06%	297
2022 Q2	$2.36M	Buy	85,808 +38,270	+81%	+$1.08M	0.04%	344
2022 Q1	$1.46M	Buy	47,538 +33,940	+250%	+$1.1M	0.02%	456
2021 Q4	$442K	Buy	13,598 +6,206	+84%	+$217K	0.01%	735
2021 Q3	$270K	Buy	7,392 +5,146	+229%	+$191K	0.01%	898
2021 Q2	$82K	Sell	2,246 -90	-4%	-$3.3K	﹤0.01%	1381
2021 Q1	$91K	Buy	2,336 +1,446	+162%	+$56.7K	﹤0.01%	1232
2020 Q4	$32K	Buy	890 +544	+157%	+$17.3K	﹤0.01%	1338
2020 Q3	$9K	Hold	346	–	–	﹤0.01%	1383
2020 Q2	$8K	Buy	+346	New	+$7.1K	﹤0.01%	1295
2020 Q1	–	Sell	-4,320	Closed	-$137K	–	1500
2019 Q4	$137K	Buy	4,320 +3,568	+474%	+$109K	﹤0.01%	709
2019 Q3	$21K	Buy	752 +40	+6%	+$1.14K	﹤0.01%	769
2019 Q2	$23K	Buy	712 +36	+5%	+$1.08K	﹤0.01%	765
2019 Q1	$20K	Buy	+676	New	+$17.5K	﹤0.01%	761

Other funds holding HDB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

O'Shaughnessy Asset Management's HDB Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its HDFC Bank (HDB) stake by 11% in Q2 2026, selling an estimated $542K and leaving 183,726 shares worth $4.75M. The position accounts for 0.02% of the portfolio, ranked #571.

O'Shaughnessy Asset Management first reported a position in HDB in Q1 2019 and has held it in 29 quarters since. The position peaked at $9.7M in Q4 2025. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

O'Shaughnessy Asset Management held 183,726 shares of HDFC Bank worth $4.75M as of Q2 2026.
O'Shaughnessy Asset Management sold 21,619 HDFC Bank shares in Q2 2026, an estimated $542K.
HDFC Bank made up 0.02% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #571 holding.
O'Shaughnessy Asset Management first reported a position in HDFC Bank in Q1 2019 and has held it in 29 quarters since.
O'Shaughnessy Asset Management's HDFC Bank position peaked at $9.7M in Q4 2025.
555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.