Confluence Wealth Services, Inc.
Position in HBAN — Huntington Bancshares Inc /Md/
CIK 1910411
MCMURRAY, PA
Position in HBAN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$762,709
+$447,988 QoQ
Shares Held
43,018
+113.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#127
of 381 holders
Holding Since
Dec 2021
19 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, 2026Confluence Wealth Services, Inc. holds $14,816,410 across 11 Banks - Regional names. HBAN ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
28,641 | $7,051,987 | |
| 2 | RF |
Regions Financial Corp
|
64,390 | $1,944,578 | |
| 3 | STBA |
S&T Bancorp Inc
|
32,607 | $1,600,351 | |
| 4 | VLY |
Valley National Bancorp
|
55,464 | $812,547 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
This page
|
43,018 | $762,709 | |
| 6 | USB |
US Bancorp De
|
10,906 | $658,722 | |
| 7 | FCF |
First Commonwealth Financial Corp /Pa/
|
26,007 | $528,722 | |
| 8 | MTB |
M&T Bank Corp
|
2,110 | $502,201 |
All Filings in HBAN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,709 | 43,018 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $314,721 | 20,110 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $334,351 | 19,271 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $372,738 | 21,583 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $362,451 | 21,626 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $380,353 | 25,340 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $535,120 | 32,890 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $456,405 | 31,048 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $356,650 | 27,060 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $402,931 | 28,884 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $380,302 | 29,898 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $344,385 | 33,114 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $357,270 | 33,142 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $364,560 | 32,550 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $458,024 | 32,484 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $484,338 | 36,748 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $451,125 | 37,500 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $547,197 | 37,428 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $549,692 | 35,648 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||