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Synergy Investment Management’s HDFC Bank HDB Stock Holding History

Synergy Investment 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 		$61K Buy
2,364
+28
+1% +$702 0.01% 348
2026
Q1 		$58.1K Buy
+2,336
New +$72.6K 0.02% 264
2025
Q2 		– Sell
-2,336
Closed -$77.6K – 285
2025
Q1 		$77.6K Hold
2,336
– – 0.03% 182
2024
Q4 		$74.6K Buy
+2,336
New +$74.7K 0.03% 195

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

Synergy Investment Management's HDB Position: Q2 2026 in Review

Synergy Investment Management increased its HDFC Bank (HDB) stake by 1.2% in Q2 2026, buying an estimated $702 and bringing the position to 2,364 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #348.

Synergy Investment Management first reported a position in HDB in Q4 2024 and has held it in 4 quarters since. The position peaked at $77.6K in Q1 2025. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Synergy Investment Management held 2,364 shares of HDFC Bank worth $61K as of Q2 2026.
  • Synergy Investment Management bought 28 HDFC Bank shares in Q2 2026, an estimated $702.
  • HDFC Bank made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #348 holding.
  • Synergy Investment Management first reported a position in HDFC Bank in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's HDFC Bank position peaked at $77.6K in Q1 2025.
  • 555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.