KWA
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Kingswood Wealth Advisors’s Hancock Whitney HWC Stock Holding History

Kingswood 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
2026
Q2 		$247K Buy
3,300
+1
+0% +$68 0.01% 869
2026
Q1 		$210K Buy
+3,299
New +$221K 0.01% 869

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

Kingswood Wealth Advisors's HWC Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Hancock Whitney (HWC) stake by 0.03% in Q2 2026, buying an estimated $68 and bringing the position to 3,300 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #869.

Kingswood Wealth Advisors first reported a position in HWC in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Kingswood Wealth Advisors held 3,300 shares of Hancock Whitney worth $247K as of Q2 2026.
  • Kingswood Wealth Advisors bought 1 Hancock Whitney share in Q2 2026, an estimated $68.
  • Hancock Whitney made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #869 holding.
  • Kingswood Wealth Advisors first reported a position in Hancock Whitney in Q1 2026 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.