Position in HDB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$236,241
+$8,689 QoQ
Shares Held
9,146
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#76
of 121 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026Institute for Wealth Management, LLC. holds $4,994,510 across 45 Banks - Regional names. HDB ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,658 | $643,743 | |
| 2 | KEY |
Keycorp /New/
|
27,376 | $631,016 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,284 | $562,366 | |
| 4 | NU |
Nu Holdings Ltd.
|
33,726 | $450,579 | |
| 5 | TFC |
Truist Financial Corp
|
8,118 | $404,438 | |
| 6 | EWBC |
East West Bancorp Inc
|
2,835 | $365,970 | |
| 7 | HDB |
Hdfc Bank Ltd
This page
|
9,146 | $236,241 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
6,533 | $220,554 |
All Filings in HDB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,241 | 9,146 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $227,552 | 9,146 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $334,194 | 9,146 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $312,427 | 9,146 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $350,611 | 4,573 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $317,649 | 4,781 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $319,938 | 5,010 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $336,572 | 5,380 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $358,961 | 5,580 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $263,282 | 4,704 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||