Jones Financial Companies
HWC icon

Jones Financial Companies’s Hancock Whitney HWC Stock Holding History

Jones Financial Companies’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 		$135K Buy
1,817
+951
+110% +$65K ﹤0.01% 2734
2026
Q1 		$53.9K Buy
866
+585
+208% +$39.2K ﹤0.01% 2932
2025
Q4 		$17.9K Sell
281
-52
-16% -$3.16K ﹤0.01% 2982
2025
Q3 		$21K Buy
333
+223
+203% +$13.7K ﹤0.01% 2776
2025
Q2 		$6.34K Buy
110
+81
+279% +$4.31K ﹤0.01% 3056
2025
Q1 		$1.5K Buy
+29
New +$1.63K ﹤0.01% 3315

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 $3.37T AUM 44.26% 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

Jones Financial Companies's HWC Position: Q2 2026 in Review

Jones Financial Companies increased its Hancock Whitney (HWC) stake by 110% in Q2 2026, buying an estimated $65K and bringing the position to 1,817 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2734.

Jones Financial Companies first reported a position in HWC in Q1 2025 and has held it in 6 quarters since. 394 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Jones Financial Companies held 1,817 shares of Hancock Whitney worth $135K as of Q2 2026.
  • Jones Financial Companies bought 951 Hancock Whitney shares in Q2 2026, an estimated $65K.
  • Hancock Whitney made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2734 holding.
  • Jones Financial Companies first reported a position in Hancock Whitney in Q1 2025 and has held it in 6 quarters since.
  • 394 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.