PDS Planning’s HDFC Bank HDB Stock Holding History

PDS Planning’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	$378K	Sell	14,628 -20,564	-58%	-$515K	0.02%	359
2026 Q1	$876K	Sell	35,192 -2,801	-7%	-$87.1K	0.06%	163
2025 Q4	$1.39M	Buy	37,993 +669	+2%	+$24.1K	0.09%	101
2025 Q3	$1.27M	Buy	37,324 +2,962	+9%	+$109K	0.09%	107
2025 Q2	$1.32M	Buy	34,362 +3,306	+11%	+$120K	0.1%	94
2025 Q1	$1.03M	Buy	31,056 +6,082	+24%	+$185K	0.09%	102
2024 Q4	$797K	Buy	24,974 +6,780	+37%	+$217K	0.07%	117
2024 Q3	$569K	Buy	+18,194	New	+$559K	0.05%	168

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

PDS Planning's HDB Position: Q2 2026 in Review

PDS Planning reduced its HDFC Bank (HDB) stake by 58% in Q2 2026, selling an estimated $515K and leaving 14,628 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #359.

PDS Planning first reported a position in HDB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q4 2025. 556 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

PDS Planning held 14,628 shares of HDFC Bank worth $378K as of Q2 2026.
PDS Planning sold 20,564 HDFC Bank shares in Q2 2026, an estimated $515K.
HDFC Bank made up 0.02% of PDS Planning's portfolio in Q2 2026, its #359 holding.
PDS Planning first reported a position in HDFC Bank in Q3 2024 and has held it in 8 quarters since.
PDS Planning's HDFC Bank position peaked at $1.39M in Q4 2025.
556 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.