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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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HBAN Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Huntington Bancshares (HBAN) in Q4 2025, closing a stake of 564 shares — an estimated $9.74K sold.

Marshall & Sterling Wealth Advisors first reported a position in HBAN in Q1 2025 and held it in 3 quarters. The position peaked at $9.74K in Q3 2025. 1,078 funds tracked by Wall St. Rank hold HBAN as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Huntington Bancshares position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 564 Huntington Bancshares shares in Q4 2025, an estimated $9.74K.
  • Marshall & Sterling Wealth Advisors first reported a position in Huntington Bancshares in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Huntington Bancshares position peaked at $9.74K in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held Huntington Bancshares as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.