Shakespeare Wealth Management, LLC
Position in HBAN — Huntington Bancshares Inc /Md/
CIK 1658509
Pewaukee, WI
Position in HBAN
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,545,421
-$160,847 QoQ
Shares Held
98,749
+0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
4.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HBAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Shakespeare Wealth Management, LLC holds $4,517,941 across 6 Banks - Regional names. HBAN ranks #1 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
This page
|
98,749 | $1,545,421 | |
| 2 | FITB |
Fifth Third Bancorp
|
22,428 | $1,042,004 | |
| 3 | COFS |
Choiceone Financial Services Inc
|
27,198 | $764,807 | |
| 4 | MBWM |
Mercantile Bank Corp
|
11,574 | $584,487 | |
| 5 | KEY |
Keycorp /New/
|
18,121 | $363,326 | |
| 6 | ASB |
Associated Banc-Corp
|
8,426 | $217,896 |
All Filings in HBAN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,545,421 | 98,749 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,706,268 | 98,344 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,695,119 | 98,154 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,660,580 | 99,080 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,486,230 | 99,016 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,709,553 | 105,074 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,544,293 | 105,054 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,416,744 | 107,492 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,572,513 | 112,725 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,704,683 | 134,016 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,393,766 | 134,016 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,444,692 | 134,016 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,500,945 | 134,013 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,889,583 | 134,013 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,766,291 | 134,013 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,612,657 | 134,053 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,994,913 | 136,451 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,103,457 | 136,411 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $2,108,914 | 136,411 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,946,584 | 136,411 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,773,467 | 112,816 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,424,866 | 112,816 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,034,522 | 112,816 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,019,856 | 112,816 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $926,219 | 112,816 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||