Position in HDB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$249,285
-$503,434 QoQ
Shares Held
9,651
-68.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#411
of 550 holders
Holding Since
Mar 2025
6 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, 2026OneAscent Investment Solutions LLC holds $2,115,472 across 9 Banks - Regional names. HDB ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
2,493 | $409,300 | |
| 2 | IBN |
Icici Bank Ltd
|
13,330 | $386,969 | |
| 3 | NWG |
NatWest Group plc
|
15,364 | $270,867 | |
| 4 | HDB |
Hdfc Bank Ltd
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|
9,651 | $249,285 | |
| 5 | WF |
Woori Financial Group Inc.
|
4,158 | $238,669 | |
| 6 | LYG |
Lloyds Banking Group plc
|
33,695 | $196,441 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
18,045 | $172,871 | |
| 8 | CFFN |
Capitol Federal Financial, Inc.
|
11,675 | $99,354 |
All Filings in HDB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,285 | 9,651 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $752,719 | 30,254 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,024,252 | 28,031 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $957,538 | 28,031 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $973,325 | 12,695 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $944,112 | 14,210 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||