AWM
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AE Wealth Management’s Hancock Whitney HWC Stock Holding History

AE Wealth Management’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 		$251K Buy
3,353
+18
+0.5% +$1.23K ﹤0.01% 1589
2026
Q1 		$212K Buy
+3,335
New +$223K ﹤0.01% 1576
2023
Q1 		– Sell
-14,405
Closed -$697K – 1935
2022
Q4 		$697K Buy
14,405
+9,038
+168% +$467K 0.01% 1142
2022
Q3 		$246K Sell
5,367
-4,593
-46% -$221K ﹤0.01% 1548
2022
Q2 		$442K Sell
9,960
-323
-3% -$15.4K ﹤0.01% 1266
2022
Q1 		$536K Buy
10,283
+1,297
+14% +$69.9K ﹤0.01% 1210
2021
Q4 		$449K Sell
8,986
-385
-4% -$19.2K ﹤0.01% 1286
2021
Q3 		$442K Sell
9,371
-1,959
-17% -$86.8K ﹤0.01% 1216
2021
Q2 		$504K Buy
11,330
+3,654
+48% +$170K ﹤0.01% 1139
2021
Q1 		$322K Sell
7,676
-2,183
-22% -$85.9K ﹤0.01% 1224
2020
Q4 		$335K Buy
+9,859
New +$266K ﹤0.01% 1102
2020
Q1 		– Sell
-7,833
Closed -$344K – 1185
2019
Q4 		$344K Buy
7,833
+23
+0.3% +$933 0.01% 854
2019
Q3 		$299K Buy
7,810
+193
+3% +$7.34K 0.01% 783
2019
Q2 		$305K Buy
+7,617
New +$314K 0.01% 748
2019
Q1 		– Sell
-7,573
Closed -$262K – 651
2018
Q4 		$262K Buy
7,573
+2,711
+56% +$110K 0.04% 377
2018
Q3 		$231K Sell
4,862
-2,110
-30% -$106K 0.01% 521
2018
Q2 		$325K Hold
6,972
– – 0.02% 315
2018
Q1 		$360K Sell
6,972
-500
-7% -$26.7K 0.03% 294
2017
Q4 		$370K Buy
7,472
+1,724
+30% +$85.2K 0.03% 279
2017
Q3 		$278K Buy
+5,748
New +$263K 0.03% 322

Other funds holding HWC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AE Wealth Management's HWC Position: Q2 2026 in Review

AE Wealth Management increased its Hancock Whitney (HWC) stake by 0.54% in Q2 2026, buying an estimated $1.23K and bringing the position to 3,353 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

AE Wealth Management first reported a position in HWC in Q3 2017 and has held it in 20 quarters since. The position peaked at $697K in Q4 2022. 394 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • AE Wealth Management held 3,353 shares of Hancock Whitney worth $251K as of Q2 2026.
  • AE Wealth Management bought 18 Hancock Whitney shares in Q2 2026, an estimated $1.23K.
  • Hancock Whitney made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1589 holding.
  • AE Wealth Management first reported a position in Hancock Whitney in Q3 2017 and has held it in 20 quarters since.
  • AE Wealth Management's Hancock Whitney position peaked at $697K in Q4 2022.
  • 394 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.