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NewSquare Capital’s Hancock Whitney HWC Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-151
Closed -$8.67K – 653
2025
Q2 		$8.67K Buy
151
+17
+13% +$905 ﹤0.01% 687
2025
Q1 		$7.03K Buy
+134
New +$7.54K ﹤0.01% 621

Other funds holding HWC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

NewSquare Capital's HWC Position: Q3 2025 in Review

NewSquare Capital sold out of Hancock Whitney (HWC) in Q3 2025, closing a stake of 151 shares — an estimated $8.67K sold.

NewSquare Capital first reported a position in HWC in Q1 2025 and held it in 2 quarters. The position peaked at $8.67K in Q2 2025. 366 funds tracked by Wall St. Rank hold HWC as of Q3 2025.

  • NewSquare Capital reported no remaining Hancock Whitney position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 151 Hancock Whitney shares in Q3 2025, an estimated $8.67K.
  • NewSquare Capital first reported a position in Hancock Whitney in Q1 2025 and held it in 2 quarters.
  • NewSquare Capital's Hancock Whitney position peaked at $8.67K in Q2 2025.
  • 366 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.