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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
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

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

Summit Global Investments's HDB Position: Q1 2026 in Review

Summit Global Investments increased its HDFC Bank (HDB) stake by 8% in Q1 2026, buying an estimated $87.9K and bringing the position to 38,152 shares worth $949K. The position accounts for 0.06% of the portfolio, ranked #205.

Summit Global Investments first reported a position in HDB in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.15M in Q4 2023. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • Summit Global Investments held 38,152 shares of HDFC Bank worth $949K as of Q1 2026.
  • Summit Global Investments bought 2,829 HDFC Bank shares in Q1 2026, an estimated $87.9K.
  • HDFC Bank made up 0.06% of Summit Global Investments's portfolio in Q1 2026, its #205 holding.
  • Summit Global Investments first reported a position in HDFC Bank in Q4 2021 and has held it in 15 quarters since.
  • Summit Global Investments's HDFC Bank position peaked at $5.15M in Q4 2023.
  • 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.