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
Q2 		$19M Buy
254,223
+75,816
+42% +$5.18M 0.08% 216
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 $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

Ray Dalio's HWC Position: Q2 2026 in Review

Ray Dalio increased its Hancock Whitney (HWC) stake by 42% in Q2 2026, buying an estimated $5.18M and bringing the position to 254,223 shares worth $19M. The position accounts for 0.08% of the portfolio, ranked #216.

Ray Dalio first reported a position in HWC in Q3 2025 and has held it in 4 quarters since. 397 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Ray Dalio held 254,223 shares of Hancock Whitney worth $19M as of Q2 2026.
  • Ray Dalio bought 75,816 Hancock Whitney shares in Q2 2026, an estimated $5.18M.
  • Hancock Whitney made up 0.08% of Ray Dalio's portfolio in Q2 2026, its #216 holding.
  • Ray Dalio first reported a position in Hancock Whitney in Q3 2025 and has held it in 4 quarters since.
  • 397 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.