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Root Financial Partners’s HDFC Bank HDB Stock Holding History

Root Financial Partners’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 		– Sell
-318
Closed -$7.91K – 1599
2026
Q1 		$7.91K Buy
318
+205
+181% +$6.37K ﹤0.01% 1769
2025
Q4 		$4.13K Buy
113
+27
+31% +$971 ﹤0.01% 1817
2025
Q3 		$2.94K Buy
+86
New +$3.17K ﹤0.01% 1891

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

Root Financial Partners's HDB Position: Q2 2026 in Review

Root Financial Partners sold out of HDFC Bank (HDB) in Q2 2026, closing a stake of 318 shares — an estimated $7.91K sold.

Root Financial Partners first reported a position in HDB in Q3 2025 and held it in 3 quarters. The position peaked at $7.91K in Q1 2026. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Root Financial Partners reported no remaining HDFC Bank position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 318 HDFC Bank shares in Q2 2026, an estimated $7.91K.
  • Root Financial Partners first reported a position in HDFC Bank in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's HDFC Bank position peaked at $7.91K in Q1 2026.
  • 555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.