Belpointe Asset Management’s Hancock Whitney HWC Stock Holding History

Belpointe Asset 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 Q1	–	Sell	-3,423	Closed	-$218K	–	1123
2025 Q4	$218K	Hold	3,423	–	–	0.01%	947
2025 Q3	$214K	Buy	+3,423	New	+$210K	0.01%	907
2023 Q2	–	Sell	-3,239	Closed	-$118K	–	1805
2023 Q1	$118K	Buy	3,239 +563	+21%	+$26.3K	0.01%	1216
2022 Q4	$129K	Hold	2,676	–	–	0.01%	1107
2022 Q3	$122K	Buy	2,676 +60	+2%	+$2.89K	0.01%	1055
2022 Q2	$116K	Sell	2,616 -300	-10%	-$14.3K	0.01%	1050
2022 Q1	$153K	Buy	2,916 +367	+14%	+$19.8K	0.01%	1023
2021 Q4	$127K	Hold	2,549	–	–	0.01%	1091
2021 Q3	$120K	Hold	2,549	–	–	0.01%	1078
2021 Q2	$113K	Buy	2,549 +6	+0.2%	+$279	0.01%	1078
2021 Q1	$107K	Buy	+2,543	New	+$100K	0.01%	980
2020 Q1	–	Sell	-2,543	Closed	-$112K	–	698
2019 Q4	$112K	Buy	+2,543	New	+$103K	0.01%	743
2019 Q3	–	Sell	-2,543	Closed	-$102K	–	691
2019 Q2	$102K	Hold	2,543	–	–	0.02%	598
2019 Q1	$103K	Buy	+2,543	New	+$104K	0.02%	442
2018 Q4	–	Sell	-2,543	Closed	-$121K	–	557
2018 Q3	$121K	Buy	+2,543	New	+$128K	0.02%	595

Other funds holding HWC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Belpointe Asset Management's HWC Position: Q1 2026 in Review

Belpointe Asset Management sold out of Hancock Whitney (HWC) in Q1 2026, closing a stake of 3,423 shares — an estimated $218K sold.

Belpointe Asset Management first reported a position in HWC in Q3 2018 and held it in 15 quarters. The position peaked at $218K in Q4 2025. 384 funds tracked by Wall St. Rank hold HWC as of Q1 2026.

Belpointe Asset Management reported no remaining Hancock Whitney position as of Q1 2026 after selling out during the quarter.
Belpointe Asset Management sold 3,423 Hancock Whitney shares in Q1 2026, an estimated $218K.
Belpointe Asset Management first reported a position in Hancock Whitney in Q3 2018 and held it in 15 quarters.
Belpointe Asset Management's Hancock Whitney position peaked at $218K in Q4 2025.
384 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.