HW
SF

Hancock Whitney’s Stifel SF Stock Holding History

Hancock Whitney’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Buy
13,196
+1,164
+10% +$92.4K 0.02% 427
2025
Q4 		$1M Buy
12,032
+122
+1% +$9.75K 0.02% 413
2025
Q3 		$901K Buy
11,910
+28
+0.2% +$2.1K 0.02% 431
2025
Q2 		$822K Buy
11,882
+129
+1% +$7.92K 0.02% 463
2025
Q1 		$739K Buy
11,753
+441
+4% +$31.1K 0.02% 369
2024
Q4 		$800K Buy
11,312
+149
+1% +$10.6K 0.03% 343
2024
Q3 		$699K Buy
11,163
+49
+0.4% +$2.79K 0.02% 376
2024
Q2 		$623K Sell
11,114
-229
-2% -$12.1K 0.02% 377
2024
Q1 		$591K Buy
+11,343
New +$558K 0.02% 399
2021
Q1 		– Sell
-8,091
Closed -$272K – 815
2020
Q4 		$272K Buy
+8,091
New +$240K 0.01% 670
2020
Q2 		– Sell
-12,764
Closed -$234K – 859
2020
Q1 		$234K Buy
+12,764
New +$320K 0.01% 703
2019
Q1 		– Sell
-49,072
Closed -$904K – 860
2018
Q4 		$904K Sell
49,072
-24,730
-34% -$512K 0.03% 450
2018
Q3 		$1.68M Sell
73,802
-5,303
-7% -$128K 0.05% 369
2018
Q2 		$1.84M Buy
79,105
+61,526
+350% +$1.6M 0.08% 206
2018
Q1 		$463K Buy
+17,579
New +$498K 0.02% 435
2017
Q2 		– Sell
-40,826
Closed -$911K – 597
2017
Q1 		$911K Buy
+40,826
New +$940K 0.04% 351

Other funds holding SF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return