Root Financial Partners
HDB icon

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
Q3 		$7.82K Buy
+350
New +$8.32K ﹤0.01% 2033
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

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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Northcape Capital
Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return
TT International Asset Management
TT International Asset Management London, United Kingdom $898M AUM 75.03% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Root Financial Partners's HDB Position: Q3 2026 in Review

Root Financial Partners opened a new position in HDFC Bank (HDB) in Q3 2026: 350 shares worth $7.82K. The stake represents ﹤0.01% of the portfolio and ranks #2033 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HDB as recently as Q1 2026.

Root Financial Partners first reported a position in HDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.91K in Q1 2026. 155 funds tracked by Wall St. Rank hold HDB as of Q3 2026.

  • Root Financial Partners held 350 shares of HDFC Bank worth $7.82K as of Q3 2026.
  • HDFC Bank was a new Root Financial Partners position in Q3 2026.
  • HDFC Bank made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2033 holding.
  • Root Financial Partners first reported a position in HDFC Bank in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's HDFC Bank position peaked at $7.91K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.