Action Point Financial Planning’s Hancock Whitney HWC Stock Holding History

Action Point Financial Planning’s Portfolio HWC Stock Details HWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.84K	Buy	+109	New	+$7.45K	﹤0.01%	1580

Other funds holding HWC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Action Point Financial Planning's HWC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Hancock Whitney (HWC) in Q2 2026: 109 shares worth $7.84K. The stake represents ﹤0.01% of the portfolio and ranks #1580 among its holdings.

393 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

Action Point Financial Planning held 109 shares of Hancock Whitney worth $7.84K as of Q2 2026.
Hancock Whitney was a new Action Point Financial Planning position in Q2 2026.
Hancock Whitney made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1580 holding.
393 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.