Position in HDB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$318,612
-$149,026 QoQ
Shares Held
12,806
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in HDB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Marks Group Wealth Management, Inc holds $6,124,619 across 6 Banks - Regional names. HDB ranks #5 (5.2% of the industry book) .
All Filings in HDB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,612 | 12,806 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $467,638 | 12,798 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $454,498 | 13,305 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $717,247 | 18,710 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $553,046 | 16,648 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $559,508 | 17,523 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $675,553 | 21,597 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $426,571 | 13,262 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $222,479 | 7,950 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $279,579 | 8,332 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $171,246 | 5,804 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $203,000 | 5,825 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $194,842 | 5,845 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $176,908 | 5,172 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $159,193 | 5,450 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $143,499 | 5,222 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $140,507 | 4,582 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $179,397 | 5,514 | Shares | Other | 2022-03-03 | |
| 2021-09-30 | $162,040 | 4,434 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $134,687 | 3,684 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $137,860 | 3,549 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $122,444 | 3,389 | Shares | Other | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||