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SWA
SFMG Wealth Advisors’s
Huntington Bancshares
HBAN
Stock Holding History
SFMG 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
Q2
–
Sell
-11,062
Closed
-$166K
–
291
2025
Q1
$166K
Buy
11,062
+55
+0.5%
+$886
0.01%
258
2024
Q4
$179K
Sell
11,007
-130
-1%
-$2.14K
0.01%
251
2024
Q3
$164K
Hold
11,137
–
–
0.01%
253
2024
Q2
$147K
Hold
11,137
–
–
0.01%
256
2024
Q1
$155K
Buy
11,137
+146
+1%
+$1.89K
0.01%
260
2023
Q4
$140K
Sell
10,991
-119
-1%
-$1.3K
0.01%
257
2023
Q3
$116K
Hold
11,110
–
–
0.01%
238
2023
Q2
$120K
Buy
11,110
+245
+2%
+$2.62K
0.01%
238
2023
Q1
$122K
Hold
10,865
–
–
0.01%
241
2022
Q4
$153K
Hold
10,865
–
–
0.02%
237
2022
Q3
$142K
Hold
10,865
–
–
0.02%
231
2022
Q2
$131K
Hold
10,865
–
–
0.02%
247
2022
Q1
$159K
Hold
10,865
–
–
0.02%
277
2021
Q4
$168K
Buy
+10,865
New
+$171K
0.02%
277
Other funds holding HBAN
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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