GoalVest Advisory’s Huntington Bancshares HBAN Stock Holding History

GoalVest Advisory’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 Q2	$22.4K	Hold	1,264	–	–	﹤0.01%	291
2026 Q1	$19.8K	Hold	1,264	–	–	﹤0.01%	332
2025 Q4	$21.9K	Buy	+1,264	New	+$20.7K	﹤0.01%	340
2025 Q2	–	Sell	-12	Closed	-$180	–	435
2025 Q1	$180	Buy	+12	New	+$193	﹤0.01%	463
2024 Q4	–	Sell	-2,825	Closed	-$41.5K	–	407
2024 Q3	$41.5K	Hold	2,825	–	–	0.01%	206
2024 Q2	$37.2K	Hold	2,825	–	–	0.01%	192
2024 Q1	$39.4K	Sell	2,825 -392	-12%	-$5.07K	0.01%	209
2023 Q4	$40.9K	Sell	3,217 -79,672	-96%	-$872K	0.02%	157
2023 Q3	$862K	Sell	82,889 -3,221	-4%	-$36.1K	0.43%	44
2023 Q2	$928K	Sell	86,110 -9,627	-10%	-$103K	0.48%	36
2023 Q1	$1.07M	Buy	95,737 +4,794	+5%	+$66.7K	0.63%	44
2022 Q4	$1.28M	Buy	90,943 +7,894	+10%	+$114K	0.83%	23
2022 Q3	$1.09M	Buy	83,049 +24,732	+42%	+$331K	0.77%	28
2022 Q2	$707K	Buy	58,317 +58,213	+55,974%	+$773K	0.45%	76
2022 Q1	$2K	Buy	+104	New	+$1.63K	﹤0.01%	293

Other funds holding HBAN

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GoalVest Advisory's HBAN Position: Q2 2026 in Review

GoalVest Advisory held its Huntington Bancshares (HBAN) position steady in Q2 2026 at 1,264 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

GoalVest Advisory first reported a position in HBAN in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.28M in Q4 2022. 164 funds tracked by Wall St. Rank hold HBAN as of Q2 2026.

GoalVest Advisory held 1,264 shares of Huntington Bancshares worth $22.4K as of Q2 2026.
GoalVest Advisory left its Huntington Bancshares share count unchanged in Q2 2026.
Huntington Bancshares made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #291 holding.
GoalVest Advisory first reported a position in Huntington Bancshares in Q1 2022 and has held it in 15 quarters since.
GoalVest Advisory's Huntington Bancshares position peaked at $1.28M in Q4 2022.
164 funds tracked by Wall St. Rank held Huntington Bancshares as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.