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Bare Financial Services’s Hancock Whitney HWC Stock Holding History

Bare Financial Services’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 		$598 Sell
8
-18
-69% -$1.23K ﹤0.01% 1596
2026
Q1 		$1.65K Buy
+26
New +$1.74K ﹤0.01% 1045

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

Bare Financial Services's HWC Position: Q2 2026 in Review

Bare Financial Services reduced its Hancock Whitney (HWC) stake by 69% in Q2 2026, selling an estimated $1.23K and leaving 8 shares worth $598. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Bare Financial Services first reported a position in HWC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.65K in Q1 2026. 394 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Bare Financial Services held 8 shares of Hancock Whitney worth $598 as of Q2 2026.
  • Bare Financial Services sold 18 Hancock Whitney shares in Q2 2026, an estimated $1.23K.
  • Hancock Whitney made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1596 holding.
  • Bare Financial Services first reported a position in Hancock Whitney in Q1 2026 and has held it in 2 quarters since.
  • Bare Financial Services's Hancock Whitney position peaked at $1.65K in Q1 2026.
  • 394 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.