HBAN HUNTINGTON BANCSHARES INC

Ownership history in Evergreen Private Wealth LLC  ·  9 quarters on record

AI Ownership Summary

Evergreen Private Wealth LLC reported HUNTINGTON BANCSHARES INC (HBAN) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.51% in 2024 Q4. The latest visible filing shows HBAN at 2.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HBAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evergreen Private Wealth LLC's position in HUNTINGTON BANCSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HBAN was reported at 2.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.51% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Evergreen Private Wealth LLC held HBAN — position size vs. price
% of Fund (quarterly)    HBAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 354,647 +21,441 +6.4% 2.43% $6.2M 2026-02-14 (Est.) $17.09
2025 Q3 REDUCED 333,206 -7,243 -2.1% 2.33% $5.8M 2025-10-24 $15.77
2025 Q2 ADDED 340,449 +8,560 +2.6% 2.39% $5.7M 2025-07-16 $16.18
2025 Q1 ADDED 331,889 +2,175 +0.7% 2.33% $5.0M 2025-05-02 $14.52
2024 Q4 REDUCED 329,714 -2,855 -0.9% 2.51% $5.4M 2025-02-07 $16.12
2024 Q3 ADDED 332,569 +2,835 +0.9% 2.27% $4.9M 2024-11-01 $14.62
2024 Q2 ADDED 329,734 +8,283 +2.6% 2.14% $4.3M 2024-08-13 $12.59
2024 Q1 ADDED 321,451 +63,737 +24.7% 2.25% $4.5M 2024-04-17 $12.13
2023 Q4 INITIATED 257,714 1.77% $3.3M 2024-02-08 $11.23

FAQ About Evergreen Private Wealth LLC and HBAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Evergreen Private Wealth LLC reported owning HBAN?

Evergreen Private Wealth LLC reported HBAN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HBAN position in Evergreen Private Wealth LLC's portfolio?

The largest reported portfolio weight for HBAN was 2.51% in 2024 Q4.

What is the latest reported HBAN position on this page?

The most recent filing on this page is 2025 Q4, when Evergreen Private Wealth LLC reported 354,647 shares, equal to 2.43% of portfolio, with an estimated market value of $6.2M.

What does the chart on this HBAN ownership page compare?

The chart compares Evergreen Private Wealth LLC's quarterly HBAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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