CIM Investment Management’s Hancock Whitney HWC Stock Holding History

CIM Investment 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	$264K	Buy	3,534 +240	+7%	+$16.4K	0.06%	224
2026 Q1	$209K	Hold	3,294	–	–	0.06%	236
2025 Q4	$210K	Hold	3,294	–	–	0.05%	217
2025 Q3	$206K	Buy	+3,294	New	+$202K	0.06%	226
2024 Q1	–	Sell	-4,319	Closed	-$210K	–	288
2023 Q4	$210K	Buy	+4,319	New	+$173K	0.07%	257
2023 Q1	–	Sell	-4,171	Closed	-$202K	–	273
2022 Q4	$202K	Buy	+4,171	New	+$216K	0.08%	222
2022 Q2	–	Sell	-4,171	Closed	-$218K	–	246
2022 Q1	$218K	Sell	4,171 -485	-10%	-$26.2K	0.07%	221
2021 Q4	$233K	Hold	4,656	–	–	0.07%	257
2021 Q3	$219K	Hold	4,656	–	–	0.07%	263
2021 Q2	$207K	Buy	+4,656	New	+$217K	0.06%	285
2019 Q4	–	Sell	-14,395	Closed	-$551K	–	262
2019 Q3	$551K	Buy	14,395 +4,800	+50%	+$182K	0.21%	111
2019 Q2	$384K	Sell	9,595 -199	-2%	-$8.2K	0.14%	176
2019 Q1	$396K	Sell	9,794 -83	-0.8%	-$3.4K	0.15%	180
2018 Q4	$342K	Hold	9,877	–	–	0.15%	175
2018 Q3	$470K	Hold	9,877	–	–	0.17%	168
2018 Q2	$461K	Hold	9,877	–	–	0.16%	180
2018 Q1	$511K	Hold	9,877	–	–	0.17%	159
2017 Q4	$489K	Sell	9,877 -65	-0.7%	-$3.21K	0.17%	174
2017 Q3	$482K	Buy	+9,942	New	+$455K	0.18%	168

Other funds holding HWC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CIM Investment Management's HWC Position: Q2 2026 in Review

CIM Investment Management increased its Hancock Whitney (HWC) stake by 7.3% in Q2 2026, buying an estimated $16.4K and bringing the position to 3,534 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #224.

CIM Investment Management first reported a position in HWC in Q3 2017 and has held it in 19 quarters since. The position peaked at $551K in Q3 2019. 396 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

CIM Investment Management held 3,534 shares of Hancock Whitney worth $264K as of Q2 2026.
CIM Investment Management bought 240 Hancock Whitney shares in Q2 2026, an estimated $16.4K.
Hancock Whitney made up 0.06% of CIM Investment Management's portfolio in Q2 2026, its #224 holding.
CIM Investment Management first reported a position in Hancock Whitney in Q3 2017 and has held it in 19 quarters since.
CIM Investment Management's Hancock Whitney position peaked at $551K in Q3 2019.
396 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on CIM Investment Management's 13F filing for Q2 2026, filed 29 Sep 2026.