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Caldwell Trust’s Huntington Bancshares HBAN Stock Holding History

Caldwell Trust’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
2026
Q1 		$176K Buy
11,241
+6,974
+163% +$119K 0.02% 347
2025
Q4 		$74K Hold
4,267
– – 0.01% 428
2025
Q3 		$73.7K Hold
4,267
– – 0.01% 421
2025
Q2 		$71.5K Hold
4,267
– – 0.01% 413
2025
Q1 		$64K Hold
4,267
– – 0.01% 422
2024
Q4 		$69.4K Hold
4,267
– – 0.01% 422
2024
Q3 		$62.7K Hold
4,267
– – 0.01% 435
2024
Q2 		$56.2K Buy
4,267
+1,159
+37% +$15.6K 0.01% 443
2024
Q1 		$43.4K Hold
3,108
– – 0.01% 472
2023
Q4 		$39.5K Hold
3,108
– – 0.01% 473
2023
Q3 		$32.3K Hold
3,108
– – ﹤0.01% 490
2023
Q2 		$33.5K Hold
3,108
– – ﹤0.01% 498
2023
Q1 		$34.8K Hold
3,108
– – ﹤0.01% 486
2022
Q4 		$43.8K Hold
3,108
– – 0.01% 440
2022
Q3 		$41K Hold
3,108
– – 0.01% 456
2022
Q2 		$37.4K Hold
3,108
– – 0.01% 487
2022
Q1 		$45.4K Hold
3,108
– – 0.01% 476
2021
Q4 		$47.9K Hold
3,108
– – 0.01% 468
2021
Q3 		$48K Hold
3,108
– – 0.01% 456
2021
Q2 		$44.4K Hold
3,108
– – 0.01% 466
2021
Q1 		$48.9K Hold
3,108
– – 0.01% 433
2020
Q4 		$39.3K Hold
3,108
– – 0.01% 448
2020
Q3 		$28.5K Sell
3,108
-3,100
-50% -$28.9K ﹤0.01% 487
2020
Q2 		$56.1K Sell
6,208
-433
-7% -$3.83K 0.01% 396
2020
Q1 		$54.5K Sell
6,641
-633
-9% -$7.79K 0.01% 401
2019
Q4 		$110K Buy
+7,274
New +$107K 0.02% 344

Other funds holding HBAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Caldwell Trust's HBAN Position: Q1 2026 in Review

Caldwell Trust increased its Huntington Bancshares (HBAN) stake by 163% in Q1 2026, buying an estimated $119K and bringing the position to 11,241 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #347.

Caldwell Trust first reported a position in HBAN in Q4 2019 and has held it in 26 quarters since. 1,140 funds tracked by Wall St. Rank hold HBAN as of Q1 2026.

  • Caldwell Trust held 11,241 shares of Huntington Bancshares worth $176K as of Q1 2026.
  • Caldwell Trust bought 6,974 Huntington Bancshares shares in Q1 2026, an estimated $119K.
  • Huntington Bancshares made up 0.02% of Caldwell Trust's portfolio in Q1 2026, its #347 holding.
  • Caldwell Trust first reported a position in Huntington Bancshares in Q4 2019 and has held it in 26 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Huntington Bancshares as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.