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Root Financial Partners’s Hancock Whitney HWC Stock Holding History

Root Financial Partners’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 		– Sell
-612
Closed -$38.9K – 1669
2026
Q1 		$38.9K Buy
612
+254
+71% +$17K ﹤0.01% 988
2025
Q4 		$22.8K Buy
358
+42
+13% +$2.55K ﹤0.01% 1116
2025
Q3 		$19.8K Buy
+316
New +$19.4K ﹤0.01% 1127

Other funds holding HWC

CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Root Financial Partners's HWC Position: Q2 2026 in Review

Root Financial Partners sold out of Hancock Whitney (HWC) in Q2 2026, closing a stake of 612 shares — an estimated $38.9K sold.

Root Financial Partners first reported a position in HWC in Q3 2025 and held it in 3 quarters. The position peaked at $38.9K in Q1 2026. 105 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Root Financial Partners reported no remaining Hancock Whitney position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 612 Hancock Whitney shares in Q2 2026, an estimated $38.9K.
  • Root Financial Partners first reported a position in Hancock Whitney in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Hancock Whitney position peaked at $38.9K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.