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Pinnacle Wealth Planning Services’s HDFC Bank HDB Stock Holding History

Pinnacle Wealth Planning Services’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 		$73.7K Sell
2,855
-409
-13% -$10.2K 0.01% 1042
2026
Q1 		$81.2K Sell
3,264
-3,778
-54% -$117K 0.01% 917
2025
Q4 		$257K Buy
7,042
+315
+5% +$11.3K 0.03% 376
2025
Q3 		$230K Sell
6,727
-241
-3% -$8.88K 0.03% 410
2025
Q2 		$267K Buy
6,968
+902
+15% +$32.7K 0.04% 331
2025
Q1 		$202K Sell
6,066
-1,978
-25% -$60.3K 0.03% 366
2024
Q4 		$257K Buy
+8,044
New +$257K 0.04% 291
2021
Q4 		– Sell
-8,688
Closed -$318K – 440
2021
Q3 		$318K Sell
8,688
-722
-8% -$26.8K 0.07% 235
2021
Q2 		$344K Sell
9,410
-2,110
-18% -$77.3K 0.08% 208
2021
Q1 		$448K Buy
11,520
+728
+7% +$28.5K 0.11% 138
2020
Q4 		$390K Buy
10,792
+1,540
+17% +$49.1K 0.09% 143
2020
Q3 		$232K Sell
9,252
-104
-1% -$2.52K 0.08% 204
2020
Q2 		$213K Sell
9,356
-1,418
-13% -$29.1K 0.07% 215
2020
Q1 		$207K Sell
10,774
-82
-0.8% -$2.21K 0.1% 186
2019
Q4 		$343K Sell
10,856
-628
-5% -$19.1K 0.16% 134
2019
Q3 		$327K Sell
11,484
-40
-0.3% -$1.14K 0.18% 114
2019
Q2 		$375K Sell
11,524
-400
-3% -$12.1K 0.23% 86
2019
Q1 		$346K Sell
11,924
-1,932
-14% -$50.1K 0.23% 87
2018
Q4 		$359K Buy
+13,856
New +$328K 0.23% 82

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

Pinnacle Wealth Planning Services's HDB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its HDFC Bank (HDB) stake by 13% in Q2 2026, selling an estimated $10.2K and leaving 2,855 shares worth $73.7K. The position accounts for 0.01% of the portfolio, ranked #1042.

Pinnacle Wealth Planning Services first reported a position in HDB in Q4 2018 and has held it in 19 quarters since. The position peaked at $448K in Q1 2021. 556 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,855 shares of HDFC Bank worth $73.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 409 HDFC Bank shares in Q2 2026, an estimated $10.2K.
  • HDFC Bank made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1042 holding.
  • Pinnacle Wealth Planning Services first reported a position in HDFC Bank in Q4 2018 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's HDFC Bank position peaked at $448K in Q1 2021.
  • 556 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.