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Twin Peaks Wealth Advisors’s HDFC Bank HDB Stock Holding History

Twin Peaks Wealth Advisors’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
-551
Closed -$13.7K – 1068
2026
Q1 		$13.7K Buy
+551
New +$17.1K ﹤0.01% 895
2025
Q3 		– Sell
-498
Closed -$18.4K – 1003
2025
Q2 		$18.4K Buy
+498
New +$18.1K 0.01% 634

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

Twin Peaks Wealth Advisors's HDB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of HDFC Bank (HDB) in Q2 2026, closing a stake of 551 shares — an estimated $13.7K sold.

Twin Peaks Wealth Advisors first reported a position in HDB in Q2 2025 and held it in 2 quarters. The position peaked at $18.4K in Q2 2025. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining HDFC Bank position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 551 HDFC Bank shares in Q2 2026, an estimated $13.7K.
  • Twin Peaks Wealth Advisors first reported a position in HDFC Bank in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's HDFC Bank position peaked at $18.4K in Q2 2025.
  • 555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.