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Waller Financial Planning Group’s Huntington Bancshares HBAN Stock Holding History

Waller Financial Planning Group’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
2024
Q1 		– Sell
-10,789
Closed -$137K – 64
2023
Q4 		$137K Buy
+10,789
New +$118K 0.04% 61

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Waller Financial Planning Group's HBAN Position: Q1 2024 in Review

Waller Financial Planning Group sold out of Huntington Bancshares (HBAN) in Q1 2024, closing a stake of 10,789 shares — an estimated $137K sold.

Waller Financial Planning Group first reported a position in HBAN in Q4 2023 and held it in 1 quarter. The position peaked at $137K in Q4 2023. 925 funds tracked by Wall St. Rank hold HBAN as of Q1 2024.

  • Waller Financial Planning Group reported no remaining Huntington Bancshares position as of Q1 2024 after selling out during the quarter.
  • Waller Financial Planning Group sold 10,789 Huntington Bancshares shares in Q1 2024, an estimated $137K.
  • Waller Financial Planning Group first reported a position in Huntington Bancshares in Q4 2023 and held it in 1 quarter.
  • Waller Financial Planning Group's Huntington Bancshares position peaked at $137K in Q4 2023.
  • 925 funds tracked by Wall St. Rank held Huntington Bancshares as of Q1 2024.

Based on Waller Financial Planning Group's 13F filing for Q1 2024, filed 2 Apr 2024.