BWM
HBAN icon

Bernard Wealth Management’s Huntington Bancshares HBAN Stock Holding History

Bernard 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
2025
Q2 		– Sell
-258
Closed -$3.87K – 351
2025
Q1 		$3.87K Buy
+258
New +$4.16K ﹤0.01% 271

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bernard Wealth Management's HBAN Position: Q2 2025 in Review

Bernard Wealth Management sold out of Huntington Bancshares (HBAN) in Q2 2025, closing a stake of 258 shares — an estimated $3.87K sold.

Bernard Wealth Management first reported a position in HBAN in Q1 2025 and held it in 1 quarter. The position peaked at $3.87K in Q1 2025. 1,005 funds tracked by Wall St. Rank hold HBAN as of Q2 2025.

  • Bernard Wealth Management reported no remaining Huntington Bancshares position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 258 Huntington Bancshares shares in Q2 2025, an estimated $3.87K.
  • Bernard Wealth Management first reported a position in Huntington Bancshares in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Huntington Bancshares position peaked at $3.87K in Q1 2025.
  • 1,005 funds tracked by Wall St. Rank held Huntington Bancshares as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.