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Bailard’s Hancock Whitney HWC Stock Holding History

Bailard’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
2025
Q2 		– Sell
-7,600
Closed -$399K – 797
2025
Q1 		$399K Sell
7,600
-600
-7% -$33.7K 0.01% 504
2024
Q4 		$449K Sell
8,200
-6,500
-44% -$360K 0.01% 479
2024
Q3 		$752K Hold
14,700
– – 0.02% 366
2024
Q2 		$703K Buy
14,700
+1,300
+10% +$59.4K 0.02% 366
2024
Q1 		$617K Buy
+13,400
New +$595K 0.02% 419
2023
Q4 		– Sell
-6,600
Closed -$244K – 760
2023
Q3 		$244K Hold
6,600
– – 0.01% 595
2023
Q2 		$253K Hold
6,600
– – 0.01% 560
2023
Q1 		$240K Sell
6,600
-9,100
-58% -$425K 0.01% 579
2022
Q4 		$760K Hold
15,700
– – 0.03% 304
2022
Q3 		$719K Hold
15,700
– – 0.03% 280
2022
Q2 		$696K Buy
15,700
+600
+4% +$28.5K 0.03% 298
2022
Q1 		$787K Buy
15,100
+3,800
+34% +$205K 0.03% 312
2021
Q4 		$565K Buy
11,300
+2,300
+26% +$115K 0.02% 382
2021
Q3 		$424K Buy
9,000
+3,700
+70% +$164K 0.01% 431
2021
Q2 		$236K Hold
5,300
– – 0.01% 622
2021
Q1 		$223K Buy
+5,300
New +$209K 0.01% 629
2018
Q3 		– Sell
-6,300
Closed -$294K – 542
2018
Q2 		$294K Buy
+6,300
New +$320K 0.02% 448

Other funds holding HWC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bailard's HWC Position: Q2 2025 in Review

Bailard sold out of Hancock Whitney (HWC) in Q2 2025, closing a stake of 7,600 shares — an estimated $399K sold.

Bailard first reported a position in HWC in Q2 2018 and held it in 17 quarters. The position peaked at $787K in Q1 2022. 357 funds tracked by Wall St. Rank hold HWC as of Q2 2025.

  • Bailard reported no remaining Hancock Whitney position as of Q2 2025 after selling out during the quarter.
  • Bailard sold 7,600 Hancock Whitney shares in Q2 2025, an estimated $399K.
  • Bailard first reported a position in Hancock Whitney in Q2 2018 and held it in 17 quarters.
  • Bailard's Hancock Whitney position peaked at $787K in Q1 2022.
  • 357 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2025.

Based on Bailard's 13F filing for Q2 2025, filed 8 Aug 2025.