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Mount Yale Investment Advisors’s Hancock Whitney HWC Stock Holding History

Mount Yale Investment 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
Q1 		$545K Buy
+8,576
New +$574K 0.01% 691
2018
Q4 		– Sell
-1,327
Closed -$56K – 515
2018
Q3 		$56K Sell
1,327
-328
-20% -$16.5K 0.01% 578
2018
Q2 		$77K Hold
1,655
– – 0.01% 544
2018
Q1 		$86K Buy
+1,655
New +$88.4K 0.02% 499

Other funds holding HWC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mount Yale Investment Advisors's HWC Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Hancock Whitney (HWC) in Q1 2026: 8,576 shares worth $545K. The stake represents 0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in HWC as recently as Q3 2018.

Mount Yale Investment Advisors first reported a position in HWC in Q1 2018 and has held it in 4 quarters since. 385 funds tracked by Wall St. Rank hold HWC as of Q1 2026.

  • Mount Yale Investment Advisors held 8,576 shares of Hancock Whitney worth $545K as of Q1 2026.
  • Hancock Whitney was a new Mount Yale Investment Advisors position in Q1 2026.
  • Hancock Whitney made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #691 holding.
  • Mount Yale Investment Advisors first reported a position in Hancock Whitney in Q1 2018 and has held it in 4 quarters since.
  • 385 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.