Western Pacific Wealth Management’s HDFC Bank HDB Stock Holding History

Western Pacific 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	$51.7K	Sell	2,000 -134	-6%	-$3.36K	0.05%	125
2026 Q1	$53.1K	Hold	2,134	–	–	0.05%	111
2025 Q4	$78K	Hold	2,134	–	–	0.08%	95
2025 Q3	$72.9K	Hold	2,134	–	–	0.07%	109
2025 Q2	$81.8K	Hold	2,134	–	–	0.08%	111
2025 Q1	$70.9K	Hold	2,134	–	–	0.06%	116
2024 Q4	$68.1K	Hold	2,134	–	–	0.06%	131
2024 Q3	$66.8K	Hold	2,134	–	–	0.04%	152
2024 Q2	$68.6K	Hold	2,134	–	–	0.05%	126
2024 Q1	$59.7K	Hold	2,134	–	–	0.04%	135
2023 Q4	$71.6K	Hold	2,134	–	–	0.05%	119
2023 Q3	$63K	Hold	2,134	–	–	0.05%	116
2023 Q2	$74.4K	Hold	2,134	–	–	0.06%	110
2023 Q1	$71.1K	Hold	2,134	–	–	0.05%	108
2022 Q4	$73K	Hold	2,134	–	–	0.06%	101
2022 Q3	$62K	Hold	2,134	–	–	0.06%	81
2022 Q2	$58K	Hold	2,134	–	–	0.06%	67
2022 Q1	$65K	Hold	2,134	–	–	0.05%	74
2021 Q4	$69K	Buy	+2,134	New	+$74.7K	0.04%	84

Other funds holding HDB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Western Pacific Wealth Management's HDB Position: Q2 2026 in Review

Western Pacific Wealth Management reduced its HDFC Bank (HDB) stake by 6.3% in Q2 2026, selling an estimated $3.36K and leaving 2,000 shares worth $51.7K. The position accounts for 0.05% of the portfolio, ranked #125.

Western Pacific Wealth Management first reported a position in HDB in Q4 2021 and has held it in 19 quarters since. The position peaked at $81.8K in Q2 2025. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

Western Pacific Wealth Management held 2,000 shares of HDFC Bank worth $51.7K as of Q2 2026.
Western Pacific Wealth Management sold 134 HDFC Bank shares in Q2 2026, an estimated $3.36K.
HDFC Bank made up 0.05% of Western Pacific Wealth Management's portfolio in Q2 2026, its #125 holding.
Western Pacific Wealth Management first reported a position in HDFC Bank in Q4 2021 and has held it in 19 quarters since.
Western Pacific Wealth Management's HDFC Bank position peaked at $81.8K in Q2 2025.
555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.