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Rise Advisors’s Hancock Whitney HWC Stock Holding History

Rise Advisors’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
Q4 		– Sell
-375
Closed -$23.5K – 707
2025
Q3 		$23.5K Buy
375
+3
+0.8% +$184 0.01% 491
2025
Q2 		$21.4K Sell
372
-15
-4% -$798 0.01% 493
2025
Q1 		$20.3K Sell
387
-134
-26% -$7.54K 0.01% 490
2024
Q4 		$28.5K Buy
521
+4
+0.8% +$221 0.01% 421
2024
Q3 		$26.5K Buy
517
+4
+0.8% +$203 0.01% 484
2024
Q2 		$24.5K Buy
513
+5
+1% +$228 0.01% 486
2024
Q1 		$23.4K Buy
+508
New +$22.6K 0.01% 539

Other funds holding HWC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Rise Advisors's HWC Position: Q4 2025 in Review

Rise Advisors sold out of Hancock Whitney (HWC) in Q4 2025, closing a stake of 375 shares — an estimated $23.5K sold.

Rise Advisors first reported a position in HWC in Q1 2024 and held it in 7 quarters. The position peaked at $28.5K in Q4 2024. 369 funds tracked by Wall St. Rank hold HWC as of Q4 2025.

  • Rise Advisors reported no remaining Hancock Whitney position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 375 Hancock Whitney shares in Q4 2025, an estimated $23.5K.
  • Rise Advisors first reported a position in Hancock Whitney in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Hancock Whitney position peaked at $28.5K in Q4 2024.
  • 369 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.