Root Financial Partners
HWC icon

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
Q3 		$55.1K Buy
+765
New +$58K ﹤0.01% 1032
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Root Financial Partners's HWC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Hancock Whitney (HWC) in Q3 2026: 765 shares worth $55.1K. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HWC as recently as Q1 2026.

Root Financial Partners first reported a position in HWC in Q3 2025 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold HWC as of Q3 2026.

  • Root Financial Partners held 765 shares of Hancock Whitney worth $55.1K as of Q3 2026.
  • Hancock Whitney was a new Root Financial Partners position in Q3 2026.
  • Hancock Whitney made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1032 holding.
  • Root Financial Partners first reported a position in Hancock Whitney in Q3 2025 and has held it in 4 quarters since.
  • 273 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.