SVB Wealth’s Huntington Bancshares HBAN Stock Holding History

SVB Wealth’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	-15,333	Closed	-$249K	–	1603
2024 Q4	$249K	Buy	+15,333	New	+$252K	﹤0.01%	617
2024 Q3	–	Sell	-15,873	Closed	-$209K	–	258
2024 Q2	$209K	Sell	15,873 -6,081	-28%	-$81.8K	0.01%	664
2024 Q1	$306K	Buy	21,954 +4,539	+26%	+$58.8K	0.01%	624
2023 Q4	$222K	Buy	17,415 +5,889	+51%	+$64.4K	0.01%	735
2023 Q3	$120K	Sell	11,526 -512	-4%	-$5.75K	﹤0.01%	793
2023 Q2	$130K	Buy	12,038 +861	+8%	+$9.2K	﹤0.01%	861
2023 Q1	$125K	Sell	11,177 -4,350	-28%	-$60.5K	﹤0.01%	927
2022 Q4	$219K	Buy	15,527 +1,944	+14%	+$28.1K	﹤0.01%	882
2022 Q3	$179K	Buy	+13,583	New	+$182K	﹤0.01%	871

Other funds holding HBAN

Vanguard Group Malvern, Pennsylvania $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

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 $653B AUM 32.41% 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 $141B AUM 30.34% 1-Year Est. Return

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