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Concurrent Investment Advisors’s Hancock Whitney HWC Stock Holding History

Concurrent Investment 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 		$255K Sell
3,416
-29
-0.8% -$1.98K ﹤0.01% 1794
2026
Q1 		$219K Buy
+3,445
New +$231K ﹤0.01% 1697

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

Concurrent Investment Advisors's HWC Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Hancock Whitney (HWC) stake by 0.84% in Q2 2026, selling an estimated $1.98K and leaving 3,416 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Concurrent Investment Advisors first reported a position in HWC in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Concurrent Investment Advisors held 3,416 shares of Hancock Whitney worth $255K as of Q2 2026.
  • Concurrent Investment Advisors sold 29 Hancock Whitney shares in Q2 2026, an estimated $1.98K.
  • Hancock Whitney made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1794 holding.
  • Concurrent Investment Advisors first reported a position in Hancock Whitney in Q1 2026 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.