Summit Global Investments’s HDFC Bank HDB Stock Holding History

Summit Global Investments’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	-38,152	Closed	-$949K	–	540
2026 Q1	$949K	Buy	38,152 +2,829	+8%	+$87.9K	0.06%	205
2025 Q4	$1.29M	Sell	35,323 -20,468	-37%	-$736K	0.08%	145
2025 Q3	$1.91M	Buy	+55,791	New	+$2.06M	0.11%	109
2025 Q2	–	Sell	-23,602	Closed	-$784K	–	497
2025 Q1	$784K	Sell	23,602 -2,796	-11%	-$85.3K	0.06%	211
2024 Q4	$843K	Buy	26,398 +8,420	+47%	+$269K	0.05%	249
2024 Q3	$562K	Sell	17,978 -21,218	-54%	-$652K	0.04%	347
2024 Q2	$1.26M	Sell	39,196 -58,706	-60%	-$1.72M	0.09%	195
2024 Q1	$2.74M	Sell	97,902 -55,486	-36%	-$1.57M	0.2%	94
2023 Q4	$5.15M	Buy	153,388 +5,724	+4%	+$173K	0.34%	68
2023 Q3	$4.36M	Buy	147,664 +34,332	+30%	+$1.12M	0.29%	74
2023 Q2	$3.95M	Buy	+113,332	New	+$3.82M	0.26%	94
2023 Q1	–	Sell	-11,836	Closed	-$405K	–	534
2022 Q4	$405K	Buy	+11,836	New	+$384K	0.03%	362
2022 Q3	–	Sell	-10,402	Closed	-$286K	–	475
2022 Q2	$286K	Buy	10,402 +1,488	+17%	+$42K	0.03%	406
2022 Q1	$273K	Sell	8,914 -5,408	-38%	-$176K	0.02%	424
2021 Q4	$466K	Buy	+14,322	New	+$501K	0.03%	376

Other funds holding HDB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Summit Global Investments's HDB Position: Q2 2026 in Review

Summit Global Investments sold out of HDFC Bank (HDB) in Q2 2026, closing a stake of 38,152 shares — an estimated $949K sold.

Summit Global Investments first reported a position in HDB in Q4 2021 and held it in 15 quarters. The position peaked at $5.15M in Q4 2023. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

Summit Global Investments reported no remaining HDFC Bank position as of Q2 2026 after selling out during the quarter.
Summit Global Investments sold 38,152 HDFC Bank shares in Q2 2026, an estimated $949K.
Summit Global Investments first reported a position in HDFC Bank in Q4 2021 and held it in 15 quarters.
Summit Global Investments's HDFC Bank position peaked at $5.15M in Q4 2023.
555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.