EWA
HWC icon

EP Wealth Advisors’s Hancock Whitney HWC Stock Holding History

EP Wealth 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 		$521K Sell
6,970
-316
-4% -$21.6K ﹤0.01% 1012
2026
Q1 		$463K Sell
7,286
-99
-1% -$6.63K ﹤0.01% 929
2025
Q4 		$470K Buy
+7,385
New +$449K ﹤0.01% 909
2025
Q2 		$426K Buy
7,419
+347
+5% +$18.5K ﹤0.01% 847
2025
Q1 		$371K Buy
7,072
+3,228
+84% +$182K ﹤0.01% 822
2024
Q4 		$210K Buy
+3,844
New +$213K ﹤0.01% 1049

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

EP Wealth Advisors's HWC Position: Q2 2026 in Review

EP Wealth Advisors reduced its Hancock Whitney (HWC) stake by 4.3% in Q2 2026, selling an estimated $21.6K and leaving 6,970 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

EP Wealth Advisors first reported a position in HWC in Q4 2024 and has held it in 6 quarters since. 394 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • EP Wealth Advisors held 6,970 shares of Hancock Whitney worth $521K as of Q2 2026.
  • EP Wealth Advisors sold 316 Hancock Whitney shares in Q2 2026, an estimated $21.6K.
  • Hancock Whitney made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1012 holding.
  • EP Wealth Advisors first reported a position in Hancock Whitney in Q4 2024 and has held it in 6 quarters since.
  • 394 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.