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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BerganKDV Wealth Management's HBAN Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Huntington Bancshares (HBAN) stake by 12,834% in Q2 2023, buying an estimated $320K and bringing the position to 30,136 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #198.

BerganKDV Wealth Management first reported a position in HBAN in Q4 2019 and has held it in 15 quarters since. 871 funds tracked by Wall St. Rank hold HBAN as of Q2 2023.

BerganKDV Wealth Management held 30,136 shares of Huntington Bancshares worth $325K as of Q2 2023.
BerganKDV Wealth Management bought 29,903 Huntington Bancshares shares in Q2 2023, an estimated $320K.
Huntington Bancshares made up 0.03% of BerganKDV Wealth Management's portfolio in Q2 2023, its #198 holding.
BerganKDV Wealth Management first reported a position in Huntington Bancshares in Q4 2019 and has held it in 15 quarters since.
871 funds tracked by Wall St. Rank held Huntington Bancshares as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.