Position in HDB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,862,291
+$59,039 QoQ
Shares Held
72,098
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#36
of 134 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HDB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $14,965,544 across 16 Banks - Regional names. HDB ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
62,600 | $3,781,040 | |
| 2 | HDB |
Hdfc Bank Ltd
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|
72,098 | $1,862,291 | |
| 3 | BHB |
Bar Harbor Bankshares
|
37,373 | $1,411,204 | |
| 4 | HOMB |
Home Bancshares Inc
|
40,500 | $1,156,275 | |
| 5 | OZK |
Bank OZK
|
17,938 | $934,390 | |
| 6 | FSUN |
Firstsun Capital Bancorp
|
23,892 | $926,531 | |
| 7 | TFC |
Truist Financial Corp
|
17,387 | $866,220 | |
| 8 | FNLC |
First Bancorp, Inc /ME/
|
24,717 | $860,645 |
All Filings in HDB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,862,291 | 72,098 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,803,252 | 72,478 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,223,385 | 60,848 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,069,173 | 60,573 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,235,237 | 29,154 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,919,385 | 28,889 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,750,658 | 27,414 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,658,403 | 26,509 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,482,098 | 23,039 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,040,706 | 18,594 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $902,562 | 13,449 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $696,258 | 11,799 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $476,678 | 6,839 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $229,278 | 3,439 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $235,261 | 3,439 | Shares | Sole | 2023-04-17 | |
| No filing history on record for this holder in this stock. | ||||||