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Venturi Wealth Management’s HDFC Bank HDB Stock Holding History

Venturi Wealth 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 		$326K Buy
12,612
+3,364
+36% +$84.3K 0.01% 481
2026
Q1 		$230K Sell
9,248
-7,556
-45% -$235K 0.01% 538
2025
Q4 		$614K Buy
+16,804
New +$605K 0.03% 295
2025
Q1 		– Sell
-650
Closed -$20.8K – 1118
2024
Q4 		$20.8K Buy
650
+308
+90% +$9.85K ﹤0.01% 1253
2024
Q3 		$10.7K Sell
342
-314
-48% -$9.65K ﹤0.01% 1177
2024
Q2 		$21.1K Buy
656
+556
+556% +$16.3K ﹤0.01% 930
2024
Q1 		$2.8K Sell
100
-22,886
-100% -$649K ﹤0.01% 1203
2023
Q4 		$771K Sell
22,986
-598
-3% -$18K 0.05% 213
2023
Q3 		$696K Sell
23,584
-92
-0.4% -$3K 0.05% 207
2023
Q2 		$825K Buy
23,676
+220
+0.9% +$7.42K 0.07% 183
2023
Q1 		$782K Buy
23,456
+2,958
+14% +$98.9K 0.06% 193
2022
Q4 		$701K Buy
20,498
+5,612
+38% +$182K 0.06% 208
2022
Q3 		$435K Buy
+14,886
New +$457K 0.04% 236
2022
Q2 		– Sell
-14,696
Closed -$451K – 326
2022
Q1 		$451K Buy
14,696
+902
+7% +$29.3K 0.03% 250
2021
Q4 		$449K Buy
13,794
+926
+7% +$32.4K 0.03% 259
2021
Q3 		$470K Buy
12,868
+4,512
+54% +$167K 0.04% 243
2021
Q2 		$305K Buy
8,356
+514
+7% +$18.8K 0.03% 265
2021
Q1 		$305K Buy
7,842
+1,726
+28% +$67.7K 0.03% 256
2020
Q4 		$221K Buy
+6,116
New +$195K 0.02% 280

Other funds holding HDB

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Venturi Wealth Management's HDB Position: Q2 2026 in Review

Venturi Wealth Management increased its HDFC Bank (HDB) stake by 36% in Q2 2026, buying an estimated $84.3K and bringing the position to 12,612 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #481.

Venturi Wealth Management first reported a position in HDB in Q4 2020 and has held it in 19 quarters since. The position peaked at $825K in Q2 2023. 62 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Venturi Wealth Management held 12,612 shares of HDFC Bank worth $326K as of Q2 2026.
  • Venturi Wealth Management bought 3,364 HDFC Bank shares in Q2 2026, an estimated $84.3K.
  • HDFC Bank made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #481 holding.
  • Venturi Wealth Management first reported a position in HDFC Bank in Q4 2020 and has held it in 19 quarters since.
  • Venturi Wealth Management's HDFC Bank position peaked at $825K in Q2 2023.
  • 62 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.