Position in HDB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,750,135
-$2,898,766 QoQ
Shares Held
110,536
-28.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HDB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $56,458,897 across 60 Banks - Regional names. HDB ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCRH |
Qcr Holdings Inc
|
64,826 | $5,539,381 | |
| 2 | USB |
US Bancorp \De\
|
69,327 | $3,605,697 | |
| 3 | FITB |
Fifth Third Bancorp
|
74,595 | $3,465,683 | |
| 4 | TFC |
Truist Financial Corp
|
65,157 | $2,995,267 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
14,073 | $2,928,450 | |
| 6 | HDB |
Hdfc Bank Ltd
This page
|
110,536 | $2,750,135 | |
| 7 | MTB |
M&T Bank Corp
|
11,436 | $2,364,049 | |
| 8 | RF |
Regions Financial Corp
|
72,591 | $1,896,076 |
All Filings in HDB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,750,135 | 110,536 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,648,901 | 154,595 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,640,157 | 165,110 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,855,619 | 100,577 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,892,797 | 87,080 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,280,009 | 102,725 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,568,359 | 114,078 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,774,627 | 117,352 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,261,399 | 116,541 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,057,168 | 120,911 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,300,337 | 179,642 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,562,185 | 188,298 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,294,048 | 188,812 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $6,190,147 | 180,972 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $5,353,345 | 183,271 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,089,021 | 185,190 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,988,322 | 195,282 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,309,935 | 193,943 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,661,349 | 182,278 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,400,157 | 175,059 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,499,895 | 167,329 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,001,373 | 166,105 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $4,465,449 | 178,761 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,865,492 | 214,056 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,169,466 | 268,823 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||