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J. Safra Asset Management’s Hancock Whitney HWC Stock Holding History

J. Safra Asset 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
Q2 		$4.48K Hold
60
– – ﹤0.01% 522
2026
Q1 		$3.81K Buy
60
+28
+88% +$1.88K ﹤0.01% 515
2025
Q4 		$2.04K Hold
32
– – ﹤0.01% 563
2025
Q3 		$2K Buy
+32
New +$1.96K ﹤0.01% 406

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's HWC Position: Q2 2026 in Review

J. Safra Asset Management held its Hancock Whitney (HWC) position steady in Q2 2026 at 60 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

J. Safra Asset Management first reported a position in HWC in Q3 2025 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • J. Safra Asset Management held 60 shares of Hancock Whitney worth $4.48K as of Q2 2026.
  • J. Safra Asset Management left its Hancock Whitney share count unchanged in Q2 2026.
  • Hancock Whitney made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #522 holding.
  • J. Safra Asset Management first reported a position in Hancock Whitney in Q3 2025 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.