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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
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

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

Synergy Investment Management's HDB Position: Q1 2026 in Review

Synergy Investment Management opened a new position in HDFC Bank (HDB) in Q1 2026: 2,336 shares worth $58.1K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in HDB as recently as Q1 2025.

Synergy Investment Management first reported a position in HDB in Q4 2024 and has held it in 3 quarters since. The position peaked at $77.6K in Q1 2025. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • Synergy Investment Management held 2,336 shares of HDFC Bank worth $58.1K as of Q1 2026.
  • HDFC Bank was a new Synergy Investment Management position in Q1 2026.
  • HDFC Bank made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #264 holding.
  • Synergy Investment Management first reported a position in HDFC Bank in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's HDFC Bank position peaked at $77.6K in Q1 2025.
  • 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.