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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

T. Rowe Price Associates

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

Boston Partners

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

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

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return