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Clearstead Trust’s Hancock Whitney HWC Stock Holding History

Clearstead Trust’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 		$16.2K Buy
217
+182
+520% +$12.4K ﹤0.01% 510
2026
Q1 		$2.23K Buy
+35
New +$2.34K ﹤0.01% 868
2017
Q4 		– Sell
-5,350
Closed -$259K – 217
2017
Q3 		$259K Hold
5,350
– – 0.19% 102
2017
Q2 		$262K Hold
5,350
– – 0.21% 88
2017
Q1 		$244K Hold
5,350
– – 0.2% 88
2016
Q4 		$231K Buy
+5,350
New +$203K 0.21% 89

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 Trust's HWC Position: Q2 2026 in Review

Clearstead Trust increased its Hancock Whitney (HWC) stake by 520% in Q2 2026, buying an estimated $12.4K and bringing the position to 217 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Clearstead Trust first reported a position in HWC in Q4 2016 and has held it in 6 quarters since. The position peaked at $262K in Q2 2017. 394 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Clearstead Trust held 217 shares of Hancock Whitney worth $16.2K as of Q2 2026.
  • Clearstead Trust bought 182 Hancock Whitney shares in Q2 2026, an estimated $12.4K.
  • Hancock Whitney made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #510 holding.
  • Clearstead Trust first reported a position in Hancock Whitney in Q4 2016 and has held it in 6 quarters since.
  • Clearstead Trust's Hancock Whitney position peaked at $262K in Q2 2017.
  • 394 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

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