EWA
HWC icon

EverSource Wealth Advisors’s Hancock Whitney HWC Stock Holding History

EverSource 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 		$93K Sell
1,245
-681
-35% -$46.6K ﹤0.01% 1422
2026
Q1 		$122K Buy
1,926
+301
+19% +$20.2K ﹤0.01% 1313
2025
Q4 		$104K Sell
1,625
-31
-2% -$1.88K ﹤0.01% 1293
2025
Q3 		$104K Buy
1,656
+45
+3% +$2.76K ﹤0.01% 1260
2025
Q2 		$92.5K Buy
1,611
+710
+79% +$37.8K ﹤0.01% 1251
2025
Q1 		$47.3K Buy
901
+188
+26% +$10.6K ﹤0.01% 1267
2024
Q4 		$39K Buy
713
+17
+2% +$941 ﹤0.01% 1297
2024
Q3 		$35.6K Sell
696
-689
-50% -$35K ﹤0.01% 1212
2024
Q2 		$75.8K Sell
1,385
-333
-19% -$15.2K 0.01% 909
2024
Q1 		$78K Buy
1,718
+4
+0.2% +$178 0.01% 805
2023
Q4 		$83.3K Buy
1,714
+1,044
+156% +$41.7K 0.01% 708
2023
Q3 		$24.8K Sell
670
-232
-26% -$9.47K ﹤0.01% 1051
2023
Q2 		$34.6K Buy
902
+254
+39% +$9.44K ﹤0.01% 970
2023
Q1 		$23.6K Sell
648
-2
-0.3% -$93 ﹤0.01% 1015
2022
Q4 		$31.5K Buy
650
+21
+3% +$1.09K ﹤0.01% 934
2022
Q3 		$29K Buy
629
+4
+0.6% +$192 0.01% 780
2022
Q2 		$28K Buy
625
+3
+0.5% +$143 0.01% 742
2022
Q1 		$32K Buy
622
+3
+0.5% +$162 0.01% 556
2021
Q4 		$31K Buy
+619
New +$30.9K 0.01% 523

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

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

EverSource Wealth Advisors reduced its Hancock Whitney (HWC) stake by 35% in Q2 2026, selling an estimated $46.6K and leaving 1,245 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

EverSource Wealth Advisors first reported a position in HWC in Q4 2021 and has held it in 19 quarters since. The position peaked at $122K in Q1 2026. 395 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • EverSource Wealth Advisors held 1,245 shares of Hancock Whitney worth $93K as of Q2 2026.
  • EverSource Wealth Advisors sold 681 Hancock Whitney shares in Q2 2026, an estimated $46.6K.
  • Hancock Whitney made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1422 holding.
  • EverSource Wealth Advisors first reported a position in Hancock Whitney in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Hancock Whitney position peaked at $122K in Q1 2026.
  • 395 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.