Montag & Associates’s Hancock Whitney HWC Stock Holding History

Montag & Associates’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 Q1	–	Sell	-30	Closed	-$1.93K	–	965
2025 Q4	$1.93K	Hold	30	–	–	﹤0.01%	869
2025 Q3	$1.89K	Hold	30	–	–	﹤0.01%	927
2025 Q2	$1.74K	Hold	30	–	–	﹤0.01%	863
2025 Q1	$1.59K	Hold	30	–	–	﹤0.01%	910
2024 Q4	$1.65K	Buy	30 +2	+7%	+$111	﹤0.01%	906
2024 Q3	$1.44K	Hold	28	–	–	﹤0.01%	944
2024 Q2	$1.34K	Hold	28	–	–	﹤0.01%	904
2024 Q1	$1.29K	Buy	+28	New	+$1.24K	﹤0.01%	903
2022 Q1	–	Sell	-77	Closed	-$4K	–	860
2021 Q4	$4K	Hold	77	–	–	﹤0.01%	777
2021 Q3	$4K	Hold	77	–	–	﹤0.01%	772
2021 Q2	$3K	Hold	77	–	–	﹤0.01%	775
2021 Q1	$3K	Hold	77	–	–	﹤0.01%	778
2020 Q4	$3K	Buy	+77	New	+$2.08K	﹤0.01%	757

Other funds holding HWC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Montag & Associates's HWC Position: Q1 2026 in Review

Montag & Associates sold out of Hancock Whitney (HWC) in Q1 2026, closing a stake of 30 shares — an estimated $1.93K sold.

Montag & Associates first reported a position in HWC in Q4 2020 and held it in 13 quarters. The position peaked at $4K in Q4 2021. 383 funds tracked by Wall St. Rank hold HWC as of Q1 2026.

Montag & Associates reported no remaining Hancock Whitney position as of Q1 2026 after selling out during the quarter.
Montag & Associates sold 30 Hancock Whitney shares in Q1 2026, an estimated $1.93K.
Montag & Associates first reported a position in Hancock Whitney in Q4 2020 and held it in 13 quarters.
Montag & Associates's Hancock Whitney position peaked at $4K in Q4 2021.
383 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.