Heritage Wealth Management, Inc.
Position in HBAN — Huntington Bancshares Inc /Md/
CIK 1944755
CINCINNATI, OH
Position in HBAN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$984,475
-$117,961 QoQ
Shares Held
55,526
-12.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#505
of 1,151 holders
Holding Since
Jun 2024
8 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, 2026Heritage Wealth Management, Inc. holds $20,324,546 across 4 Banks - Regional names. HBAN ranks #3 (4.8% of the industry book) .
All Filings in HBAN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,475 | 55,526 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $1,102,436 | 63,541 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,107,680 | 64,139 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $922,487 | 55,041 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $784,887 | 52,291 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $936,680 | 57,571 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $849,233 | 57,771 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $764,057 | 57,971 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||