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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
Q2 		$17.4M Buy
233,269
+50,904
+28% +$3.48M 0.37% 69
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 $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

CSM Advisors's HWC Position: Q2 2026 in Review

CSM Advisors increased its Hancock Whitney (HWC) stake by 28% in Q2 2026, buying an estimated $3.48M and bringing the position to 233,269 shares worth $17.4M. The position accounts for 0.37% of the portfolio, ranked #69.

CSM Advisors first reported a position in HWC in Q1 2021 and has held it in 9 quarters since. 396 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • CSM Advisors held 233,269 shares of Hancock Whitney worth $17.4M as of Q2 2026.
  • CSM Advisors bought 50,904 Hancock Whitney shares in Q2 2026, an estimated $3.48M.
  • Hancock Whitney made up 0.37% of CSM Advisors's portfolio in Q2 2026, its #69 holding.
  • CSM Advisors first reported a position in Hancock Whitney in Q1 2021 and has held it in 9 quarters since.
  • 396 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.