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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SFMG Wealth Advisors's HBAN Position: Q2 2025 in Review

SFMG Wealth Advisors sold out of Huntington Bancshares (HBAN) in Q2 2025, closing a stake of 11,062 shares — an estimated $166K sold.

SFMG Wealth Advisors first reported a position in HBAN in Q4 2021 and held it in 14 quarters. The position peaked at $179K in Q4 2024. 1,006 funds tracked by Wall St. Rank hold HBAN as of Q2 2025.

SFMG Wealth Advisors reported no remaining Huntington Bancshares position as of Q2 2025 after selling out during the quarter.
SFMG Wealth Advisors sold 11,062 Huntington Bancshares shares in Q2 2025, an estimated $166K.
SFMG Wealth Advisors first reported a position in Huntington Bancshares in Q4 2021 and held it in 14 quarters.
SFMG Wealth Advisors's Huntington Bancshares position peaked at $179K in Q4 2024.
1,006 funds tracked by Wall St. Rank held Huntington Bancshares as of Q2 2025.

Based on SFMG Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.