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IBEX Wealth Advisors’s Hancock Whitney HWC Stock Holding History

IBEX 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
2025
Q4 		– Sell
-6,898
Closed -$432K – 153
2025
Q3 		$432K Buy
+6,898
New +$423K 0.04% 165
2024
Q3 		– Sell
-6,990
Closed -$334K – 161
2024
Q2 		$334K Buy
+6,990
New +$319K 0.05% 103

Other funds holding HWC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

IBEX Wealth Advisors's HWC Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of Hancock Whitney (HWC) in Q4 2025, closing a stake of 6,898 shares — an estimated $432K sold.

IBEX Wealth Advisors first reported a position in HWC in Q2 2024 and held it in 2 quarters. The position peaked at $432K in Q3 2025. 371 funds tracked by Wall St. Rank hold HWC as of Q4 2025.

  • IBEX Wealth Advisors reported no remaining Hancock Whitney position as of Q4 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 6,898 Hancock Whitney shares in Q4 2025, an estimated $432K.
  • IBEX Wealth Advisors first reported a position in Hancock Whitney in Q2 2024 and held it in 2 quarters.
  • IBEX Wealth Advisors's Hancock Whitney position peaked at $432K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.