DWM
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Dakota Wealth Management’s Huntington Bancshares HBAN Stock Holding History

Dakota 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
Q3 		– Sell
-15,459
Closed -$259K – 716
2025
Q2 		$259K Buy
15,459
+300
+2% +$4.53K 0.01% 660
2025
Q1 		$228K Sell
15,159
-98
-0.6% -$1.58K 0.01% 684
2024
Q4 		$248K Buy
15,257
+32
+0.2% +$526 0.01% 667
2024
Q3 		$224K Buy
15,225
+1,045
+7% +$14.8K 0.01% 665
2024
Q2 		$187K Buy
14,180
+1,751
+14% +$23.5K ﹤0.01% 677
2024
Q1 		$173K Buy
+12,429
New +$161K ﹤0.01% 678
2021
Q1 		– Sell
-11,350
Closed -$143K – 333
2020
Q4 		$143K Buy
+11,350
New +$129K 0.02% 312

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Boston Partners
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Invesco
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DZ Bank
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return