EXENCIAL WEALTH ADVISORS, LLC

Position in HDB — Hdfc Bank Ltd

CIK 1576151 OKLAHOMA CITY, OK

Position in HDB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,300,975

-$473,224 QoQ

Shares Held

52,290

+7.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $18,248,495 across 8 Banks - Regional names. HDB ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	61,628	$12,739,740
2	USB	US Bancorp De	29,023	$1,509,486
3	HDB	Hdfc Bank Ltd This page	52,290	$1,300,975
4	IBOC	International Bancshares Corp	13,102	$881,633
5	FCNCA	First Citizens Bancshares Inc /De/	347	$653,977
6	HBAN	Huntington Bancshares Inc /Md/	28,172	$440,891
7	TFC	Truist Financial Corp	9,300	$427,521
8	CFG	Citizens Financial Group Inc/Ri	4,907	$294,272

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,300,975	52,290	+7.7%	Shares	Sole	2026-04-28
2025-12-31	$1,774,199	48,555	+5.0%	Shares	Sole	2026-01-30
2025-09-30	$1,580,036	46,254	+112.4%	Shares	Sole	2025-10-27
2025-06-30	$1,669,719	21,778	+7.7%	Shares	Sole	2025-07-30
2025-03-31	$1,343,749	20,225	+4.5%	Shares	Sole	2025-05-09
2024-12-31	$1,236,010	19,355	+3.5%	Shares	Sole	2025-02-06
2024-09-30	$1,169,559	18,695	+4.9%	Shares	Sole	2024-10-31
2024-06-30	$1,146,103	17,816	+0.2%	Shares	Sole	2024-08-12
2024-03-31	$994,754	17,773	+3.3%	Shares	Sole	2024-05-10
2023-12-31	$1,154,828	17,208	+449.1%	Shares	Sole	2024-02-13
2021-03-31	$243,480	3,134	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.