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WR Wealth Planners’s Huntington Bancshares HBAN Stock Holding History

WR 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
2024
Q4 		$325K Sell
20,000
-496
-2% -$8.15K 0.1% 124
2024
Q3 		$301K Sell
20,496
-4,045
-16% -$57.4K 0.08% 144
2024
Q2 		$323K Sell
24,541
-5,172
-17% -$69.5K 0.1% 124
2024
Q1 		$414K Sell
29,713
-2,828
-9% -$36.6K 0.13% 109
2023
Q4 		$414K Hold
32,541
– – 0.15% 120
2023
Q3 		$338K Sell
32,541
-205
-0.6% -$2.3K 0.13% 127
2023
Q2 		$353K Sell
32,746
-36
-0.1% -$385 0.14% 119
2023
Q1 		$367K Buy
32,782
+32,286
+6,509% +$449K 0.16% 105
2022
Q4 		$6.99K Hold
496
– – ﹤0.01% 301
2022
Q3 		$6.54K Hold
496
– – ﹤0.01% 297
2022
Q2 		$5.97K Hold
496
– – ﹤0.01% 327
2022
Q1 		$7.25K Buy
+496
New +$7.76K ﹤0.01% 328

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WR Wealth Planners's HBAN Position: Q4 2024 in Review

WR Wealth Planners reduced its Huntington Bancshares (HBAN) stake by 2.4% in Q4 2024, selling an estimated $8.15K and leaving 20,000 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #124.

WR Wealth Planners first reported a position in HBAN in Q1 2022 and has held it in 12 quarters since. The position peaked at $414K in Q1 2024. 972 funds tracked by Wall St. Rank hold HBAN as of Q4 2024.

  • WR Wealth Planners held 20,000 shares of Huntington Bancshares worth $325K as of Q4 2024.
  • WR Wealth Planners sold 496 Huntington Bancshares shares in Q4 2024, an estimated $8.15K.
  • Huntington Bancshares made up 0.1% of WR Wealth Planners's portfolio in Q4 2024, its #124 holding.
  • WR Wealth Planners first reported a position in Huntington Bancshares in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's Huntington Bancshares position peaked at $414K in Q1 2024.
  • 972 funds tracked by Wall St. Rank held Huntington Bancshares as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.