Hillsdale Investment Management’s Hancock Whitney HWC Stock Holding History

Hillsdale Investment 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
2025 Q3	–	Sell	-100	Closed	-$5.74K	–	689
2025 Q2	$5.74K	Sell	100 -20	-17%	-$1.06K	﹤0.01%	590
2025 Q1	$6.29K	Hold	120	–	–	﹤0.01%	539
2024 Q4	$6.57K	Hold	120	–	–	﹤0.01%	542
2024 Q3	$6.14K	Buy	+120	New	+$6.1K	﹤0.01%	565
2019 Q4	–	Sell	-66,900	Closed	-$2.56M	–	617
2019 Q3	$2.56M	Buy	66,900 +23,900	+56%	+$909K	0.22%	132
2019 Q2	$1.72M	Sell	43,000 -130	-0.3%	-$5.36K	0.17%	142
2019 Q1	$1.74M	Hold	43,130	–	–	0.16%	134
2018 Q4	$1.5M	Buy	43,130 +14,000	+48%	+$567K	0.18%	136
2018 Q3	$1.39M	Buy	29,130 +29,000	+22,308%	+$1.46M	0.18%	131
2018 Q2	$6K	Sell	130 -30	-19%	-$1.52K	﹤0.01%	403
2018 Q1	$8K	Buy	+160	New	+$8.54K	﹤0.01%	357
2017 Q3	–	Sell	-21,400	Closed	-$1.05M	–	495
2017 Q2	$1.05M	Hold	21,400	–	–	0.21%	98
2017 Q1	$975K	Buy	+21,400	New	+$977K	0.19%	113

Other funds holding HWC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Hillsdale Investment Management's HWC Position: Q3 2025 in Review

Hillsdale Investment Management sold out of Hancock Whitney (HWC) in Q3 2025, closing a stake of 100 shares — an estimated $5.74K sold.

Hillsdale Investment Management first reported a position in HWC in Q1 2017 and held it in 13 quarters. The position peaked at $2.56M in Q3 2019. 366 funds tracked by Wall St. Rank hold HWC as of Q3 2025.

Hillsdale Investment Management reported no remaining Hancock Whitney position as of Q3 2025 after selling out during the quarter.
Hillsdale Investment Management sold 100 Hancock Whitney shares in Q3 2025, an estimated $5.74K.
Hillsdale Investment Management first reported a position in Hancock Whitney in Q1 2017 and held it in 13 quarters.
Hillsdale Investment Management's Hancock Whitney position peaked at $2.56M in Q3 2019.
366 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2025.

Based on Hillsdale Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.