Integrated Wealth Concepts LLC
Position in HBAN — Huntington Bancshares Inc /Md/
CIK 1737109
WALTHAM, MA
Position in HBAN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,594,129
+$1,028,582 QoQ
Shares Held
146,313
+46.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#365
of 1,151 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HBAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $80,627,164 across 284 Banks - Regional names. HBAN ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
158,506 | $8,256,577 | |
| 2 | STBA |
S&T Bancorp Inc
|
167,179 | $8,205,145 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
26,499 | $6,524,583 | |
| 4 | USB |
US Bancorp De
|
83,586 | $5,048,594 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
60,335 | $4,227,673 | |
| 6 | TFC |
Truist Financial Corp
|
67,565 | $3,366,088 | |
| 7 | FITB |
Fifth Third Bancorp
|
46,256 | $2,607,450 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
This page
|
146,313 | $2,594,129 |
All Filings in HBAN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,594,129 | 146,313 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,565,547 | 100,035 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,225,551 | 70,637 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,223,873 | 70,867 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,391,046 | 82,998 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,040,658 | 69,331 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,106,181 | 67,989 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $917,162 | 62,392 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $811,782 | 61,592 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $816,284 | 58,515 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $740,520 | 58,217 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $684,080 | 65,777 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $742,170 | 68,847 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $663,073 | 59,203 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $770,099 | 54,617 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $707,344 | 53,668 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $647,887 | 53,856 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $791,453 | 54,135 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $810,799 | 52,581 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $799,498 | 51,714 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $733,791 | 51,422 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $812,724 | 51,700 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $663,441 | 52,529 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $481,140 | 52,469 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $473,922 | 52,425 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $426,920 | 52,000 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||