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Phillips Wealth Planners’s Huntington Bancshares HBAN Stock Holding History

Phillips Wealth Planners’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
Q1 		– Sell
-10,041
Closed -$161K – 183
2024
Q4 		$161K Sell
10,041
-2,365
-19% -$38.9K 0.16% 175
2024
Q3 		$197K Sell
12,406
-278
-2% -$3.95K 0.19% 193
2024
Q2 		$166K Sell
12,684
-80
-0.6% -$1.08K 0.17% 176
2024
Q1 		$166K Buy
+12,764
New +$165K 0.19% 172
2023
Q4 		– Sell
-12,495
Closed -$125K – 163
2023
Q3 		$125K Sell
12,495
-28
-0.2% -$314 0.17% 144
2023
Q2 		$135K Buy
12,523
+339
+3% +$3.62K 0.18% 144
2023
Q1 		$134K Sell
12,184
-110
-0.9% -$1.53K 0.18% 145
2022
Q4 		$189K Buy
+12,294
New +$178K 0.33% 102

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Phillips Wealth Planners's HBAN Position: Q1 2025 in Review

Phillips Wealth Planners sold out of Huntington Bancshares (HBAN) in Q1 2025, closing a stake of 10,041 shares — an estimated $161K sold.

Phillips Wealth Planners first reported a position in HBAN in Q4 2022 and held it in 8 quarters. The position peaked at $197K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold HBAN as of Q1 2025.

  • Phillips Wealth Planners reported no remaining Huntington Bancshares position as of Q1 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 10,041 Huntington Bancshares shares in Q1 2025, an estimated $161K.
  • Phillips Wealth Planners first reported a position in Huntington Bancshares in Q4 2022 and held it in 8 quarters.
  • Phillips Wealth Planners's Huntington Bancshares position peaked at $197K in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held Huntington Bancshares as of Q1 2025.

Based on Phillips Wealth Planners's 13F filing for Q1 2025, filed 23 Apr 2025.