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Spire Wealth Management’s HDFC Bank HDB Stock Holding History

Spire Wealth Management’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 		$299K Buy
11,592
+3,970
+52% +$99.5K 0.01% 670
2026
Q1 		$190K Sell
7,622
-44
-0.6% -$1.37K 0.01% 788
2025
Q4 		$280K Sell
7,666
-289
-4% -$10.4K 0.01% 701
2025
Q3 		$272K Buy
7,955
+303
+4% +$11.2K 0.01% 702
2025
Q2 		$293K Sell
7,652
-326
-4% -$11.8K 0.01% 652
2025
Q1 		$265K Buy
7,978
+7,062
+771% +$215K 0.01% 754
2024
Q4 		$29.3K Buy
916
+272
+42% +$8.7K ﹤0.01% 1478
2024
Q3 		$20.2K Buy
644
+142
+28% +$4.36K ﹤0.01% 1435
2024
Q2 		$16.1K Sell
502
-326
-39% -$9.55K ﹤0.01% 1513
2024
Q1 		$23.2K Hold
828
– – ﹤0.01% 1467
2023
Q4 		$23.1K Buy
828
+42
+5% +$1.27K ﹤0.01% 1482
2023
Q3 		$23.2K Buy
786
+62
+9% +$2.02K ﹤0.01% 1444
2023
Q2 		$25.2K Sell
724
-100
-12% -$3.37K ﹤0.01% 1491
2023
Q1 		$27.5K Buy
+824
New +$27.5K ﹤0.01% 1483
2022
Q3 		– Sell
-364
Closed -$10K – 2361
2022
Q2 		$10K Sell
364
-364
-50% -$10.3K ﹤0.01% 1912
2022
Q1 		$22K Sell
728
-2,390
-77% -$77.7K ﹤0.01% 1772
2021
Q4 		$101K Buy
3,118
+1,562
+100% +$54.7K ﹤0.01% 1399
2021
Q3 		$57K Buy
1,556
+2
+0.1% +$74 ﹤0.01% 1417
2021
Q2 		$57K Sell
1,554
-7,532
-83% -$276K ﹤0.01% 1425
2021
Q1 		$446K Buy
+9,086
New +$356K 0.01% 707

Other funds holding HDB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Spire Wealth Management's HDB Position: Q2 2026 in Review

Spire Wealth Management increased its HDFC Bank (HDB) stake by 52% in Q2 2026, buying an estimated $99.5K and bringing the position to 11,592 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #670.

Spire Wealth Management first reported a position in HDB in Q1 2021 and has held it in 20 quarters since. The position peaked at $446K in Q1 2021. 83 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Spire Wealth Management held 11,592 shares of HDFC Bank worth $299K as of Q2 2026.
  • Spire Wealth Management bought 3,970 HDFC Bank shares in Q2 2026, an estimated $99.5K.
  • HDFC Bank made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #670 holding.
  • Spire Wealth Management first reported a position in HDFC Bank in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's HDFC Bank position peaked at $446K in Q1 2021.
  • 83 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.