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Bay Harbor Wealth Management’s Hancock Whitney HWC Stock Holding History

Bay Harbor 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 		$1.2K Buy
16
+4
+33% +$274 ﹤0.01% 796
2026
Q1 		$763 Buy
12
+4
+50% +$268 ﹤0.01% 868
2025
Q4 		$509 Buy
8
+2
+33% +$121 ﹤0.01% 855
2025
Q3 		$375 Buy
6
+1
+20% +$61 ﹤0.01% 831
2025
Q2 		$287 Buy
5
+1
+25% +$53 ﹤0.01% 812
2025
Q1 		$209 Buy
+4
New +$225 ﹤0.01% 654

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

Bay Harbor Wealth Management's HWC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Hancock Whitney (HWC) stake by 33% in Q2 2026, buying an estimated $274 and bringing the position to 16 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Bay Harbor Wealth Management first reported a position in HWC in Q1 2025 and has held it in 6 quarters since. 394 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Bay Harbor Wealth Management held 16 shares of Hancock Whitney worth $1.2K as of Q2 2026.
  • Bay Harbor Wealth Management bought 4 Hancock Whitney shares in Q2 2026, an estimated $274.
  • Hancock Whitney made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #796 holding.
  • Bay Harbor Wealth Management first reported a position in Hancock Whitney in Q1 2025 and has held it in 6 quarters since.
  • 394 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.