CA
HWC icon

CSM Advisors’s Hancock Whitney HWC Stock Holding History

CSM 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
Q1 		$11.6M Buy
182,365
+15,961
+10% +$1.07M 0.29% 90
2025
Q4 		$10.6M Buy
166,404
+7,685
+5% +$467K 0.29% 85
2025
Q3 		$9.94M Buy
158,719
+14,126
+10% +$866K 0.28% 84
2025
Q2 		$8.3M Buy
+144,593
New +$7.7M 0.24% 111
2022
Q1 		– Sell
-14,039
Closed -$703K – 139
2021
Q4 		$703K Hold
14,039
– – 0.05% 120
2021
Q3 		$661K Hold
14,039
– – 0.05% 110
2021
Q2 		$623K Sell
14,039
-2,800
-17% -$130K 0.04% 118
2021
Q1 		$707K Buy
+16,839
New +$663K 0.1% 75

Other funds holding HWC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return