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Cassady Schiller Wealth Management’s Huntington Bancshares HBAN Stock Holding History

Cassady Schiller 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
2024
Q4 		$70.3K Buy
4,319
+60
+1% +$987 0.03% 181
2024
Q3 		$62.6K Sell
4,259
-100
-2% -$1.42K 0.02% 189
2024
Q2 		$57.5K Hold
4,359
– – 0.02% 189
2024
Q1 		$60.8K Buy
4,359
+425
+11% +$5.5K 0.03% 200
2023
Q4 		$55.8K Sell
3,934
-686
-15% -$7.5K 0.03% 193
2023
Q3 		$48K Hold
4,620
– – 0.03% 197
2023
Q2 		$49.8K Hold
4,620
– – 0.03% 196
2023
Q1 		$51.7K Hold
4,620
– – 0.02% 195
2022
Q4 		$65.1K Buy
+4,620
New +$66.9K 0.04% 175
2022
Q1 		– Sell
-6,342
Closed -$98K – 308
2021
Q4 		$98K Buy
+6,342
New +$100K 0.06% 133

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Cassady Schiller Wealth Management's HBAN Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Huntington Bancshares (HBAN) stake by 1.4% in Q4 2024, buying an estimated $987 and bringing the position to 4,319 shares worth $70.3K. The position accounts for 0.03% of the portfolio, ranked #181.

Cassady Schiller Wealth Management first reported a position in HBAN in Q4 2021 and has held it in 10 quarters since. The position peaked at $98K in Q4 2021. 971 funds tracked by Wall St. Rank hold HBAN as of Q4 2024.

  • Cassady Schiller Wealth Management held 4,319 shares of Huntington Bancshares worth $70.3K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 60 Huntington Bancshares shares in Q4 2024, an estimated $987.
  • Huntington Bancshares made up 0.03% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #181 holding.
  • Cassady Schiller Wealth Management first reported a position in Huntington Bancshares in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's Huntington Bancshares position peaked at $98K in Q4 2021.
  • 971 funds tracked by Wall St. Rank held Huntington Bancshares as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.