Heritage Wealth Management (Ohio)’s Huntington Bancshares HBAN Stock Holding History

Heritage Wealth Management (Ohio)’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	–	Sell	-63,541	Closed	-$1.1M	–	186
2025 Q4	$1.1M	Sell	63,541 -598	-0.9%	-$9.81K	0.31%	83
2025 Q3	$1.11M	Buy	64,139 +9,098	+17%	+$156K	0.33%	81
2025 Q2	$922K	Buy	55,041 +2,750	+5%	+$41.5K	0.3%	85
2025 Q1	$785K	Sell	52,291 -5,280	-9%	-$85.1K	0.27%	99
2024 Q4	$937K	Sell	57,571 -200	-0.3%	-$3.29K	0.31%	82
2024 Q3	$849K	Sell	57,771 -200	-0.3%	-$2.84K	0.28%	92
2024 Q2	$744K	Buy	+57,971	New	+$780K	0.25%	100

Other funds holding HBAN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s HBAN Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Huntington Bancshares (HBAN) in Q1 2026, closing a stake of 63,541 shares — an estimated $1.1M sold.

Heritage Wealth Management (Ohio) first reported a position in HBAN in Q2 2024 and held it in 7 quarters. The position peaked at $1.11M in Q3 2025. 1,140 funds tracked by Wall St. Rank hold HBAN as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Huntington Bancshares position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 63,541 Huntington Bancshares shares in Q1 2026, an estimated $1.1M.
Heritage Wealth Management (Ohio) first reported a position in Huntington Bancshares in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s Huntington Bancshares position peaked at $1.11M in Q3 2025.
1,140 funds tracked by Wall St. Rank held Huntington Bancshares as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.