PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Huntington Bancshares HBAN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 Q3	–	Sell	-3,351	Closed	-$44.2K	–	393
2024 Q2	$44.2K	Sell	3,351 -330	-9%	-$4.44K	0.03%	214
2024 Q1	$51.4K	Buy	3,681 +44	+1%	+$570	0.03%	189
2023 Q4	$46.3K	Buy	3,637 +46	+1%	+$503	0.03%	183
2023 Q3	$37.4K	Sell	3,591 -2,063	-36%	-$23.1K	0.03%	178
2023 Q2	$61K	Buy	5,654 +65	+1%	+$695	0.05%	155
2023 Q1	$62.6K	Buy	5,589 +2,138	+62%	+$29.8K	0.05%	149
2022 Q4	$48.7K	Buy	+3,451	New	+$49.9K	0.04%	157

Other funds holding HBAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s HBAN Position: Q3 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Huntington Bancshares (HBAN) in Q3 2024, closing a stake of 3,351 shares — an estimated $44.2K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in HBAN in Q4 2022 and held it in 7 quarters. The position peaked at $62.6K in Q1 2023. 926 funds tracked by Wall St. Rank hold HBAN as of Q3 2024.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Huntington Bancshares position as of Q3 2024 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 3,351 Huntington Bancshares shares in Q3 2024, an estimated $44.2K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Huntington Bancshares in Q4 2022 and held it in 7 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Huntington Bancshares position peaked at $62.6K in Q1 2023.
926 funds tracked by Wall St. Rank held Huntington Bancshares as of Q3 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2024, filed 7 Aug 2026.