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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
Q2 		$178K Sell
2,383
-25
-1% -$1.71K 0.02% 573
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
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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's HWC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Hancock Whitney (HWC) stake by 1% in Q2 2026, selling an estimated $1.71K and leaving 2,383 shares worth $178K. The position accounts for 0.02% of the portfolio, ranked #573.

Pinnacle Wealth Planning Services first reported a position in HWC in Q4 2020 and has held it in 8 quarters since. The position peaked at $242K in Q3 2024. 396 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,383 shares of Hancock Whitney worth $178K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 25 Hancock Whitney shares in Q2 2026, an estimated $1.71K.
  • Hancock Whitney made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #573 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hancock Whitney in Q4 2020 and has held it in 8 quarters since.
  • Pinnacle Wealth Planning Services's Hancock Whitney position peaked at $242K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.