Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Huntington Bancshares HBAN Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.08M Sell
197,085
-35,992
-15% -$615K 0.01% 1014
2025
Q4 		$4.04M Buy
233,077
+56,059
+32% +$920K 0.01% 865
2025
Q3 		$3.06M Buy
177,018
+7,373
+4% +$126K 0.01% 908
2025
Q2 		$2.84M Sell
169,645
-55,433
-25% -$836K 0.01% 810
2025
Q1 		$3.38M Buy
225,078
+89,237
+66% +$1.44M 0.01% 641
2024
Q4 		$2.21M Buy
135,841
+6,176
+5% +$102K 0.01% 752
2024
Q3 		$1.91M Sell
129,665
-51,987
-29% -$738K 0.01% 726
2024
Q2 		$2.39M Buy
181,652
+3,429
+2% +$46.1K 0.01% 595
2024
Q1 		$2.49M Buy
178,223
+351
+0.2% +$4.54K 0.01% 567
2023
Q4 		$2.26M Buy
177,872
+13,844
+8% +$151K 0.01% 553
2023
Q3 		$1.71M Sell
164,028
-29,904
-15% -$336K 0.01% 582
2023
Q2 		$2.09M Sell
193,932
-24,451
-11% -$261K 0.01% 508
2023
Q1 		$2.45M Buy
218,383
+16,070
+8% +$224K 0.02% 448
2022
Q4 		$2.85M Buy
202,313
+43,716
+28% +$633K 0.02% 393
2022
Q3 		$2.09M Buy
158,597
+2,253
+1% +$30.1K 0.02% 412
2022
Q2 		$1.88M Buy
156,344
+393
+0.3% +$5.22K 0.01% 419
2022
Q1 		$2.28M Sell
155,951
-22,883
-13% -$358K 0.02% 389
2021
Q4 		$2.76M Buy
+178,834
New +$2.82M 0.02% 373
2021
Q2 		$2.1M Hold
146,900
– – 0.02% 415
2021
Q1 		$2.1M Hold
146,900
– – 0.02% 415
2020
Q4 		$2.1M Hold
146,900
– – 0.02% 415
2020
Q3 		$2.1M Hold
146,900
– – 0.02% 415
2020
Q2 		$2.1M Hold
146,900
– – 0.02% 415
2020
Q1 		$2.1M Hold
146,900
– – 0.02% 415
2019
Q4 		$2.1M Hold
146,900
– – 0.02% 415
2019
Q3 		$2.1M Hold
146,900
– – 0.02% 415
2019
Q2 		$2.1M Hold
146,900
– – 0.02% 415
2019
Q1 		$2.1M Buy
146,900
+129,577
+748% +$1.74M 0.02% 415
2018
Q4 		$206K Buy
17,323
+97
+0.6% +$1.35K 0.01% 595
2018
Q3 		$257K Buy
17,226
+16,952
+6,187% +$265K 0.01% 475
2018
Q2 		$4K Hold
274
– – ﹤0.01% 1240
2018
Q1 		$4K Buy
274
+77
+39% +$1.21K ﹤0.01% 1047
2017
Q4 		$3K Buy
197
+163
+479% +$2.29K ﹤0.01% 1197
2017
Q3 		$0 Hold
34
– – ﹤0.01% 1508
2017
Q2 		$0 Sell
34
-602
-95% -$7.79K ﹤0.01% 1237
2017
Q1 		$9K Buy
636
+536
+536% +$7.32K ﹤0.01% 774
2016
Q4 		$1K Buy
+100
New +$1.17K ﹤0.01% 1048
2016
Q2 		– Sell
-400
Closed -$4K – 824
2016
Q1 		$4K Buy
+400
New +$3.69K ﹤0.01% 620

Other funds holding HBAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HBAN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Huntington Bancshares (HBAN) stake by 15% in Q1 2026, selling an estimated $615K and leaving 197,085 shares worth $3.08M. The position accounts for 0.01% of the portfolio, ranked #1014.

Carson Wealth (CWM LLC) first reported a position in HBAN in Q1 2016 and has held it in 38 quarters since. The position peaked at $4.04M in Q4 2025. 1,146 funds tracked by Wall St. Rank hold HBAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 197,085 shares of Huntington Bancshares worth $3.08M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 35,992 Huntington Bancshares shares in Q1 2026, an estimated $615K.
  • Huntington Bancshares made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1014 holding.
  • Carson Wealth (CWM LLC) first reported a position in Huntington Bancshares in Q1 2016 and has held it in 38 quarters since.
  • Carson Wealth (CWM LLC)'s Huntington Bancshares position peaked at $4.04M in Q4 2025.
  • 1,146 funds tracked by Wall St. Rank held Huntington Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.