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Concourse Financial Group Securities’s Hancock Whitney HWC Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-368
Closed -$22K – 948
2024
Q4 		$22K Buy
368
+2
+0.5% +$111 ﹤0.01% 1522
2024
Q3 		$18.7K Buy
366
+3
+0.8% +$153 ﹤0.01% 1528
2024
Q2 		$17.4K Buy
363
+3
+0.8% +$137 ﹤0.01% 1546
2024
Q1 		$16.6K Buy
360
+2
+0.6% +$89 ﹤0.01% 1566
2023
Q4 		$17.4K Buy
358
+2
+0.6% +$80 ﹤0.01% 1530
2023
Q3 		$13.2K Buy
356
+2
+0.6% +$82 ﹤0.01% 1562
2023
Q2 		$13.6K Buy
354
+3
+0.9% +$111 ﹤0.01% 1571
2023
Q1 		$12.8K Buy
351
+2
+0.6% +$93 ﹤0.01% 1594
2022
Q4 		$16.9K Buy
349
+2
+0.6% +$103 ﹤0.01% 1517
2022
Q3 		$16K Buy
347
+1
+0.3% +$48 ﹤0.01% 1365
2022
Q2 		$15K Buy
346
+2
+0.6% +$95 ﹤0.01% 1535
2022
Q1 		$18K Buy
344
+2
+0.6% +$108 ﹤0.01% 1520
2021
Q4 		$17K Buy
342
+1
+0.3% +$50 ﹤0.01% 1698
2021
Q3 		$16K Buy
341
+2
+0.6% +$89 ﹤0.01% 1725
2021
Q2 		$15K Buy
339
+2
+0.6% +$93 ﹤0.01% 1735
2021
Q1 		$14K Buy
337
+2
+0.6% +$79 ﹤0.01% 1668
2020
Q4 		$11K Buy
335
+2
+0.6% +$54 ﹤0.01% 1650
2020
Q3 		$6K Sell
333
-706
-68% -$13.8K ﹤0.01% 1726
2020
Q2 		$22K Buy
1,039
+4
+0.4% +$83 ﹤0.01% 1267
2020
Q1 		$20K Buy
1,035
+714
+222% +$24.6K ﹤0.01% 1230
2019
Q4 		$14K Buy
321
+283
+745% +$11.5K ﹤0.01% 1365
2019
Q3 		$1K Sell
38
-242
-86% -$9.2K ﹤0.01% 1651
2019
Q2 		$11K Buy
280
+2
+0.7% +$82 ﹤0.01% 1455
2019
Q1 		$11K Buy
278
+2
+0.7% +$82 ﹤0.01% 1480
2018
Q4 		$9K Buy
276
+2
+0.7% +$81 ﹤0.01% 1454
2018
Q3 		$13K Buy
+274
New +$13.8K ﹤0.01% 1006

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Concourse Financial Group Securities's HWC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Hancock Whitney (HWC) in Q1 2025, closing a stake of 368 shares — an estimated $22K sold.

Concourse Financial Group Securities first reported a position in HWC in Q3 2018 and held it in 26 quarters. The position peaked at $22K in Q2 2020. 350 funds tracked by Wall St. Rank hold HWC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Hancock Whitney position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 368 Hancock Whitney shares in Q1 2025, an estimated $22K.
  • Concourse Financial Group Securities first reported a position in Hancock Whitney in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Hancock Whitney position peaked at $22K in Q2 2020.
  • 350 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.