Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BWM
BerganKDV Wealth Management’s
Huntington Bancshares
HBAN
Stock Holding History
BerganKDV Wealth Management’s Portfolio
HBAN Stock Details
HBAN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
$325K
Buy
30,136
+29,903
+12,834%
+$320K
0.03%
198
2023
Q1
$2.61K
Hold
233
–
–
﹤0.01%
793
2022
Q4
$3.29K
Hold
233
–
–
﹤0.01%
738
2022
Q3
$3K
Hold
233
–
–
﹤0.01%
757
2022
Q2
$3K
Hold
233
–
–
﹤0.01%
770
2022
Q1
$3K
Sell
233
-2,929
-93%
-$45.9K
﹤0.01%
804
2021
Q4
$49K
Buy
3,162
+2,928
+1,251%
+$46.1K
0.01%
426
2021
Q3
$4K
Hold
234
–
–
﹤0.01%
776
2021
Q2
$3K
Buy
234
+1
+0.4%
+$15
﹤0.01%
763
2021
Q1
$4K
Hold
233
–
–
﹤0.01%
692
2020
Q4
$3K
Hold
233
–
–
﹤0.01%
732
2020
Q3
$2K
Hold
233
–
–
﹤0.01%
700
2020
Q2
$2K
Buy
233
+136
+140%
+$1.2K
﹤0.01%
749
2020
Q1
$1K
Hold
97
–
–
﹤0.01%
827
2019
Q4
$1K
Buy
+97
New
+$1.42K
﹤0.01%
851
Other funds holding HBAN
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close