United Capital Financial Advisors’s HDFC Bank HDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.75M | Sell |
110,536
-44,059
| -28% | -$1.37M | 0.02% | 484 |
|
|
2025
Q4 | $5.65M | Sell |
154,595
-10,515
| -6% | -$378K | 0.03% | 333 |
|
|
2025
Q3 | $5.64M | Sell |
165,110
-36,044
| -18% | -$1.33M | 0.04% | 285 |
|
|
2025
Q2 | $7.71M | Buy |
201,154
+26,994
| +15% | +$978K | 0.06% | 232 |
|
|
2025
Q1 | $5.79M | Sell |
174,160
-31,290
| -15% | -$954K | 0.05% | 254 |
|
|
2024
Q4 | $6.56M | Sell |
205,450
-22,706
| -10% | -$726K | 0.06% | 225 |
|
|
2024
Q3 | $7.14M | Sell |
228,156
-6,548
| -3% | -$201K | 0.06% | 217 |
|
|
2024
Q2 | $7.55M | Buy |
234,704
+1,622
| +0.7% | +$47.5K | 0.06% | 209 |
|
|
2024
Q1 | $6.52M | Sell |
233,082
-8,740
| -4% | -$248K | 0.05% | 234 |
|
|
2023
Q4 | $8.11M | Sell |
241,822
-117,462
| -33% | -$3.54M | 0.07% | 222 |
|
|
2023
Q3 | $10.6M | Sell |
359,284
-17,312
| -5% | -$564K | 0.07% | 220 |
|
|
2023
Q2 | $13.1M | Sell |
376,596
-1,028
| -0.3% | -$34.7K | 0.07% | 207 |
|
|
2023
Q1 | $12.6M | Buy |
377,624
+15,680
| +4% | +$524K | 0.07% | 210 |
|
|
2022
Q4 | $12.4M | Sell |
361,944
-4,598
| -1% | -$149K | 0.07% | 222 |
|
|
2022
Q3 | $10.7M | Sell |
366,542
-3,838
| -1% | -$118K | 0.06% | 231 |
|
|
2022
Q2 | $10.2M | Sell |
370,380
-20,184
| -5% | -$569K | 0.06% | 254 |
|
|
2022
Q1 | $12M | Buy |
390,564
+2,678
| +0.7% | +$87K | 0.06% | 254 |
|
|
2021
Q4 | $12.6M | Buy |
387,886
+23,330
| +6% | +$817K | 0.06% | 257 |
|
|
2021
Q3 | $13.3M | Buy |
364,556
+14,438
| +4% | +$535K | 0.07% | 245 |
|
|
2021
Q2 | $12.8M | Buy |
350,118
+15,460
| +5% | +$566K | 0.06% | 246 |
|
|
2021
Q1 | $13M | Buy |
334,658
+2,448
| +0.7% | +$96K | 0.07% | 233 |
|
|
2020
Q4 | $12M | Sell |
332,210
-25,312
| -7% | -$807K | 0.07% | 238 |
|
|
2020
Q3 | $8.93M | Sell |
357,522
-70,590
| -16% | -$1.71M | 0.06% | 266 |
|
|
2020
Q2 | $9.73M | Sell |
428,112
-109,534
| -20% | -$2.25M | 0.07% | 255 |
|
|
2020
Q1 | $10.3M | Buy |
537,646
+20,634
| +4% | +$555K | 0.09% | 233 |
|
|
2019
Q4 | $16.4M | Buy |
517,012
+14,490
| +3% | +$441K | 0.11% | 231 |
|
|
2019
Q3 | $14.6M | Sell |
502,522
-7,434
| -1% | -$212K | 0.1% | 236 |
|
|
2019
Q2 | $16.4M | Sell |
509,956
-15,368
| -3% | -$463K | 0.11% | 206 |
|
|
2019
Q1 | $15.2M | Sell |
525,324
-7,696
| -1% | -$200K | 0.11% | 211 |
|
|
2018
Q4 | $13.8M | Sell |
533,020
-54,144
| -9% | -$1.28M | 0.11% | 193 |
|
|
2018
Q3 | $13.8M | Buy |
587,164
+7,264
| +1% | +$185K | 0.1% | 227 |
|
|
2018
Q2 | $15.2M | Buy |
579,900
+236,540
| +69% | +$5.91M | 0.11% | 200 |
|
|
2018
Q1 | $8.48M | Buy |
343,360
+18,496
| +6% | +$466K | 0.06% | 321 |
|
|
2017
Q4 | $8.26M | Buy |
324,864
+314,596
| +3,064% | +$7.53M | 0.07% | 322 |
|
|
2017
Q3 | $247K | Sell |
10,268
-220
| -2% | -$5.23K | ﹤0.01% | 1179 |
|
|
2017
Q2 | $228K | Buy |
+10,488
| New | +$219K | ﹤0.01% | 1165 |
|
|
2015
Q3 | – | Sell |
-54,992
| Closed | -$832K | – | 1276 |
|
|
2015
Q2 | $832K | Buy |
+54,992
| New | +$798K | 0.01% | 763 |
|
Other funds holding HDB
HL
United Capital Financial Advisors's HDB Position: Q1 2026 in Review
United Capital Financial Advisors reduced its HDFC Bank (HDB) stake by 28% in Q1 2026, selling an estimated $1.37M and leaving 110,536 shares worth $2.75M. The position accounts for 0.02% of the portfolio, ranked #484.
United Capital Financial Advisors first reported a position in HDB in Q2 2015 and has held it in 37 quarters since. The position peaked at $16.4M in Q2 2019. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.
- United Capital Financial Advisors held 110,536 shares of HDFC Bank worth $2.75M as of Q1 2026.
- United Capital Financial Advisors sold 44,059 HDFC Bank shares in Q1 2026, an estimated $1.37M.
- HDFC Bank made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #484 holding.
- United Capital Financial Advisors first reported a position in HDFC Bank in Q2 2015 and has held it in 37 quarters since.
- United Capital Financial Advisors's HDFC Bank position peaked at $16.4M in Q2 2019.
- 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.