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Forum Financial Management’s Hancock Whitney HWC Stock Holding History

Forum Financial Management’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 		– Sell
-3,549
Closed -$226K – 643
2025
Q4 		$226K Buy
3,549
+6
+0.2% +$364 ﹤0.01% 901
2025
Q3 		$222K Buy
+3,543
New +$217K ﹤0.01% 906

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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

Forum Financial Management's HWC Position: Q1 2026 in Review

Forum Financial Management sold out of Hancock Whitney (HWC) in Q1 2026, closing a stake of 3,549 shares — an estimated $226K sold.

Forum Financial Management first reported a position in HWC in Q3 2025 and held it in 2 quarters. The position peaked at $226K in Q4 2025. 386 funds tracked by Wall St. Rank hold HWC as of Q1 2026.

  • Forum Financial Management reported no remaining Hancock Whitney position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,549 Hancock Whitney shares in Q1 2026, an estimated $226K.
  • Forum Financial Management first reported a position in Hancock Whitney in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Hancock Whitney position peaked at $226K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.