BALANCED WEALTH GROUP LLC
Position in HBAN — Huntington Bancshares Inc /Md/
CIK 2009783
WESTLAKE, OH
Position in HBAN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$232,192
-$44,703 QoQ
Shares Held
13,096
-26.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#804
of 1,151 holders
Holding Since
Dec 2023
11 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, 2026BALANCED WEALTH GROUP LLC holds $758,124 across 3 Banks - Regional names. HBAN ranks #2 (30.6% of the industry book) .
All Filings in HBAN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,192 | 13,096 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $276,895 | 17,693 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $317,539 | 18,302 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $315,367 | 18,261 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $306,054 | 18,261 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $277,579 | 18,493 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $300,881 | 18,493 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $270,568 | 18,406 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $242,591 | 18,406 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $196,150 | 14,061 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $178,855 | 14,061 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||