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Mission Wealth Management’s Huntington Bancshares HBAN Stock Holding History

Mission Wealth Management’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
2023
Q2 		– Sell
-60,718
Closed -$680K – 560
2023
Q1 		$680K Sell
60,718
-19
-0% -$264 0.03% 287
2022
Q4 		$856K Buy
60,737
+1,984
+3% +$28.7K 0.04% 233
2022
Q3 		$774K Buy
58,753
+4,946
+9% +$66.1K 0.04% 223
2022
Q2 		$647K Buy
53,807
+15,442
+40% +$205K 0.03% 264
2022
Q1 		$561K Buy
38,365
+7,932
+26% +$124K 0.03% 290
2021
Q4 		$469K Buy
30,433
+3,004
+11% +$47.3K 0.02% 321
2021
Q3 		$424K Buy
+27,429
New +$404K 0.02% 321
2020
Q1 		– Sell
-20,951
Closed -$316K – 323
2019
Q4 		$316K Buy
20,951
+170
+0.8% +$2.49K 0.03% 244
2019
Q3 		$297K Sell
20,781
-92
-0.4% -$1.26K 0.03% 235
2019
Q2 		$288K Buy
20,873
+92
+0.4% +$1.24K 0.03% 242
2019
Q1 		$264K Hold
20,781
– – 0.03% 252
2018
Q4 		$248K Sell
20,781
-73
-0.4% -$1.01K 0.03% 224
2018
Q3 		$311K Hold
20,854
– – 0.04% 205
2018
Q2 		$308K Hold
20,854
– – 0.05% 189
2018
Q1 		$315K Hold
20,854
– – 0.05% 155
2017
Q4 		$304K Buy
+20,854
New +$293K 0.05% 153

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mission Wealth Management's HBAN Position: Q2 2023 in Review

Mission Wealth Management sold out of Huntington Bancshares (HBAN) in Q2 2023, closing a stake of 60,718 shares — an estimated $680K sold.

Mission Wealth Management first reported a position in HBAN in Q4 2017 and held it in 16 quarters. The position peaked at $856K in Q4 2022. 872 funds tracked by Wall St. Rank hold HBAN as of Q2 2023.

  • Mission Wealth Management reported no remaining Huntington Bancshares position as of Q2 2023 after selling out during the quarter.
  • Mission Wealth Management sold 60,718 Huntington Bancshares shares in Q2 2023, an estimated $680K.
  • Mission Wealth Management first reported a position in Huntington Bancshares in Q4 2017 and held it in 16 quarters.
  • Mission Wealth Management's Huntington Bancshares position peaked at $856K in Q4 2022.
  • 872 funds tracked by Wall St. Rank held Huntington Bancshares as of Q2 2023.

Based on Mission Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.