Ray Dalio
HWC icon

Ray Dalio’s Hancock Whitney HWC Stock Holding History

Ray Dalio’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 		$11.3M Buy
178,407
+175,067
+5,242% +$11.7M 0.05% 250
2025
Q4 		$213K Sell
3,340
-125,537
-97% -$7.62M ﹤0.01% 1033
2025
Q3 		$8.07M Buy
+128,877
New +$7.9M 0.03% 369

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

Ray Dalio's HWC Position: Q1 2026 in Review

Ray Dalio increased its Hancock Whitney (HWC) stake by 5,242% in Q1 2026, buying an estimated $11.7M and bringing the position to 178,407 shares worth $11.3M. The position accounts for 0.05% of the portfolio, ranked #250.

Ray Dalio first reported a position in HWC in Q3 2025 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold HWC as of Q1 2026.

  • Ray Dalio held 178,407 shares of Hancock Whitney worth $11.3M as of Q1 2026.
  • Ray Dalio bought 175,067 Hancock Whitney shares in Q1 2026, an estimated $11.7M.
  • Hancock Whitney made up 0.05% of Ray Dalio's portfolio in Q1 2026, its #250 holding.
  • Ray Dalio first reported a position in Hancock Whitney in Q3 2025 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.