Trek Financial’s HDFC Bank HDB Stock Holding History

Trek Financial’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
2025 Q3	–	Sell	-84,600	Closed	-$3.24M	–	459
2025 Q2	$3.24M	Buy	+84,600	New	+$3.07M	0.22%	124

Other funds holding HDB

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Trek Financial's HDB Position: Q3 2025 in Review

Trek Financial sold out of HDFC Bank (HDB) in Q3 2025, closing a stake of 84,600 shares — an estimated $3.24M sold.

Trek Financial first reported a position in HDB in Q2 2025 and held it in 1 quarter. The position peaked at $3.24M in Q2 2025. 635 funds tracked by Wall St. Rank hold HDB as of Q3 2025.

Trek Financial reported no remaining HDFC Bank position as of Q3 2025 after selling out during the quarter.
Trek Financial sold 84,600 HDFC Bank shares in Q3 2025, an estimated $3.24M.
Trek Financial first reported a position in HDFC Bank in Q2 2025 and held it in 1 quarter.
Trek Financial's HDFC Bank position peaked at $3.24M in Q2 2025.
635 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2025.

Based on Trek Financial's 13F filing for Q3 2025, filed 31 Oct 2025.