CWC
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Carolinas Wealth Consulting’s Hancock Whitney HWC Stock Holding History

Carolinas Wealth Consulting’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
-39
Closed -$2.04K – 418
2025
Q1 		$2.04K Hold
39
– – ﹤0.01% 797
2024
Q4 		$2.13K Buy
39
+16
+70% +$886 ﹤0.01% 821
2024
Q3 		$1.14K Hold
23
– – ﹤0.01% 902
2024
Q2 		$1.07K Buy
23
+1
+5% +$46 ﹤0.01% 902
2024
Q1 		$1K Buy
22
+5
+29% +$222 ﹤0.01% 896
2023
Q4 		$840 Hold
17
– – ﹤0.01% 848
2023
Q3 		$595 Hold
17
– – ﹤0.01% 908
2023
Q2 		$663 Buy
+17
New +$632 ﹤0.01% 961

Other funds holding HWC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Carolinas Wealth Consulting's HWC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Hancock Whitney (HWC) in Q2 2025, closing a stake of 39 shares — an estimated $2.04K sold.

Carolinas Wealth Consulting first reported a position in HWC in Q2 2023 and held it in 8 quarters. The position peaked at $2.13K in Q4 2024. 356 funds tracked by Wall St. Rank hold HWC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Hancock Whitney position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 39 Hancock Whitney shares in Q2 2025, an estimated $2.04K.
  • Carolinas Wealth Consulting first reported a position in Hancock Whitney in Q2 2023 and held it in 8 quarters.
  • Carolinas Wealth Consulting's Hancock Whitney position peaked at $2.13K in Q4 2024.
  • 356 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.