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LRI Investments’s Hancock Whitney HWC Stock Holding History

LRI Investments’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 		$11.8K Sell
158
-40
-20% -$2.73K ﹤0.01% 914
2026
Q1 		$12.6K Buy
198
+52
+36% +$3.48K ﹤0.01% 818
2025
Q4 		$9.3K Hold
146
– – ﹤0.01% 891
2025
Q3 		$9.14K Hold
146
– – ﹤0.01% 897
2025
Q2 		$8.38K Hold
146
– – ﹤0.01% 880
2025
Q1 		$7.66K Hold
146
– – ﹤0.01% 843
2024
Q4 		$7.99K Hold
146
– – ﹤0.01% 823
2024
Q3 		$8.67K Hold
146
– – ﹤0.01% 810
2024
Q2 		$6.98K Hold
146
– – ﹤0.01% 819
2024
Q1 		$6.72K Buy
+146
New +$6.49K ﹤0.01% 571

Other funds holding HWC

CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LRI Investments's HWC Position: Q2 2026 in Review

LRI Investments reduced its Hancock Whitney (HWC) stake by 20% in Q2 2026, selling an estimated $2.73K and leaving 158 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

LRI Investments first reported a position in HWC in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.6K in Q1 2026. 116 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • LRI Investments held 158 shares of Hancock Whitney worth $11.8K as of Q2 2026.
  • LRI Investments sold 40 Hancock Whitney shares in Q2 2026, an estimated $2.73K.
  • Hancock Whitney made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #914 holding.
  • LRI Investments first reported a position in Hancock Whitney in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Hancock Whitney position peaked at $12.6K in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.