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Coldstream Capital Management’s Hancock Whitney HWC Stock Holding History

Coldstream Capital 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 		$219K Sell
3,438
-80
-2% -$5.36K ﹤0.01% 1085
2025
Q4 		$224K Sell
3,518
-20
-0.6% -$1.22K ﹤0.01% 1041
2025
Q3 		$222K Buy
+3,538
New +$217K ﹤0.01% 1095
2025
Q2 		– Sell
-3,162
Closed -$166K – 2110
2025
Q1 		$166K Buy
+3,162
New +$178K ﹤0.01% 1097

Other funds holding HWC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 $535B AUM 26.23% 1-Year Est. Return

Coldstream Capital Management's HWC Position: Q1 2026 in Review

Coldstream Capital Management reduced its Hancock Whitney (HWC) stake by 2.3% in Q1 2026, selling an estimated $5.36K and leaving 3,438 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Coldstream Capital Management first reported a position in HWC in Q1 2025 and has held it in 4 quarters since. The position peaked at $224K in Q4 2025. 385 funds tracked by Wall St. Rank hold HWC as of Q1 2026.

  • Coldstream Capital Management held 3,438 shares of Hancock Whitney worth $219K as of Q1 2026.
  • Coldstream Capital Management sold 80 Hancock Whitney shares in Q1 2026, an estimated $5.36K.
  • Hancock Whitney made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1085 holding.
  • Coldstream Capital Management first reported a position in Hancock Whitney in Q1 2025 and has held it in 4 quarters since.
  • Coldstream Capital Management's Hancock Whitney position peaked at $224K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.