Pinnacle Wealth Planning Services’s Hancock Whitney HWC Stock Holding History

Pinnacle Wealth Planning Services’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	$153K	Sell	2,408 -14	-0.6%	-$938	0.02%	577
2025 Q4	$154K	Buy	+2,422	New	+$147K	0.02%	577
2024 Q4	–	Sell	-4,722	Closed	-$242K	–	470
2024 Q3	$242K	Buy	4,722 +26	+0.6%	+$1.32K	0.03%	380
2024 Q2	$225K	Hold	4,696	–	–	0.03%	381
2024 Q1	$216K	Buy	4,696 +51	+1%	+$2.27K	0.03%	399
2023 Q4	$226K	Buy	+4,645	New	+$186K	0.04%	356
2021 Q1	–	Sell	-2,651	Closed	-$90K	–	1077
2020 Q4	$90K	Buy	+2,651	New	+$71.4K	0.02%	516

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

Pinnacle Wealth Planning Services's HWC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Hancock Whitney (HWC) stake by 0.58% in Q1 2026, selling an estimated $938 and leaving 2,408 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #577.

Pinnacle Wealth Planning Services first reported a position in HWC in Q4 2020 and has held it in 7 quarters since. The position peaked at $242K in Q3 2024. 383 funds tracked by Wall St. Rank hold HWC as of Q1 2026.

Pinnacle Wealth Planning Services held 2,408 shares of Hancock Whitney worth $153K as of Q1 2026.
Pinnacle Wealth Planning Services sold 14 Hancock Whitney shares in Q1 2026, an estimated $938.
Hancock Whitney made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #577 holding.
Pinnacle Wealth Planning Services first reported a position in Hancock Whitney in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Hancock Whitney position peaked at $242K in Q3 2024.
383 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.