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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
Q2 		$637K Sell
8,531
-45
-0.5% -$3.08K 0.01% 712
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 $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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's HWC Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Hancock Whitney (HWC) stake by 0.52% in Q2 2026, selling an estimated $3.08K and leaving 8,531 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #712.

Mount Yale Investment Advisors first reported a position in HWC in Q1 2018 and has held it in 5 quarters since. 395 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Mount Yale Investment Advisors held 8,531 shares of Hancock Whitney worth $637K as of Q2 2026.
  • Mount Yale Investment Advisors sold 45 Hancock Whitney shares in Q2 2026, an estimated $3.08K.
  • Hancock Whitney made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #712 holding.
  • Mount Yale Investment Advisors first reported a position in Hancock Whitney in Q1 2018 and has held it in 5 quarters since.
  • 395 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.