MSWA
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Marshall & Sterling Wealth Advisors’s Huntington Bancshares HBAN Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-564
Closed -$9.74K – 468
2025
Q3 		$9.74K Hold
564
– – 0.01% 347
2025
Q2 		$9.45K Hold
564
– – 0.01% 339
2025
Q1 		$8.47K Buy
+564
New +$9.09K 0.01% 350

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State Street
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Wellington Management Group
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return