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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
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

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 $81.4B AUM 40.71% 1-Year Est. Return

Pinnacle Wealth Planning Services's HDB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its HDFC Bank (HDB) stake by 54% in Q1 2026, selling an estimated $117K and leaving 3,264 shares worth $81.2K. The position accounts for 0.01% of the portfolio, ranked #917.

Pinnacle Wealth Planning Services first reported a position in HDB in Q4 2018 and has held it in 18 quarters since. The position peaked at $448K in Q1 2021. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,264 shares of HDFC Bank worth $81.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 3,778 HDFC Bank shares in Q1 2026, an estimated $117K.
  • HDFC Bank made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #917 holding.
  • Pinnacle Wealth Planning Services first reported a position in HDFC Bank in Q4 2018 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's HDFC Bank position peaked at $448K in Q1 2021.
  • 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.