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Clearstead Advisors’s Hancock Whitney HWC Stock Holding History

Clearstead Advisors’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 		$11.7K Buy
156
+131
+524% +$8.96K ﹤0.01% 1935
2026
Q1 		$1.59K Sell
25
-1,056
-98% -$70.7K ﹤0.01% 1943
2025
Q4 		$68.8K Buy
1,081
+45
+4% +$2.73K ﹤0.01% 1260
2025
Q3 		$64.9K Buy
1,036
+25
+2% +$1.53K ﹤0.01% 1194
2025
Q2 		$58K Buy
1,011
+1,004
+14,343% +$53.4K ﹤0.01% 1244
2025
Q1 		$368 Buy
+7
New +$394 ﹤0.01% 2095

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

Clearstead Advisors's HWC Position: Q2 2026 in Review

Clearstead Advisors increased its Hancock Whitney (HWC) stake by 524% in Q2 2026, buying an estimated $8.96K and bringing the position to 156 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Clearstead Advisors first reported a position in HWC in Q1 2025 and has held it in 6 quarters since. The position peaked at $68.8K in Q4 2025. 394 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Clearstead Advisors held 156 shares of Hancock Whitney worth $11.7K as of Q2 2026.
  • Clearstead Advisors bought 131 Hancock Whitney shares in Q2 2026, an estimated $8.96K.
  • Hancock Whitney made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1935 holding.
  • Clearstead Advisors first reported a position in Hancock Whitney in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's Hancock Whitney position peaked at $68.8K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.