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Allworth Financial’s Hancock Whitney HWC Stock Holding History

Allworth Financial’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 		$28K Sell
375
-29
-7% -$1.98K ﹤0.01% 2931
2026
Q1 		$25.7K Buy
404
+217
+116% +$14.5K ﹤0.01% 2812
2025
Q4 		$11.9K Buy
187
+40
+27% +$2.43K ﹤0.01% 3151
2025
Q3 		$9.2K Buy
147
+83
+130% +$5.09K ﹤0.01% 3191
2025
Q2 		$3.67K Sell
64
-10
-14% -$532 ﹤0.01% 3433
2025
Q1 		$3.87K Buy
74
+14
+23% +$787 ﹤0.01% 2898
2024
Q4 		$3.58K Sell
60
-34
-36% -$1.88K ﹤0.01% 2906
2024
Q3 		$4.83K Sell
94
-154
-62% -$7.83K ﹤0.01% 2579
2024
Q2 		$13.3K Buy
248
+188
+313% +$8.59K ﹤0.01% 2103
2024
Q1 		$2.76K Hold
60
– – ﹤0.01% 2684
2023
Q4 		$2.92K Hold
60
– – ﹤0.01% 2509
2023
Q3 		$2.22K Buy
+60
New +$2.45K ﹤0.01% 2496
2022
Q4 		– Sell
-10
Closed – – 3088
2022
Q3 		$0 Hold
10
– – ﹤0.01% 2854
2022
Q2 		$0 Sell
10
-467
-98% -$22.2K ﹤0.01% 2578
2022
Q1 		$25K Buy
+477
New +$25.7K ﹤0.01% 1159

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

Allworth Financial's HWC Position: Q2 2026 in Review

Allworth Financial reduced its Hancock Whitney (HWC) stake by 7.2% in Q2 2026, selling an estimated $1.98K and leaving 375 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2931.

Allworth Financial first reported a position in HWC in Q1 2022 and has held it in 15 quarters since. 394 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Allworth Financial held 375 shares of Hancock Whitney worth $28K as of Q2 2026.
  • Allworth Financial sold 29 Hancock Whitney shares in Q2 2026, an estimated $1.98K.
  • Hancock Whitney made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2931 holding.
  • Allworth Financial first reported a position in Hancock Whitney in Q1 2022 and has held it in 15 quarters since.
  • 394 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.