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Spire Wealth Management’s Hancock Whitney HWC Stock Holding History

Spire Wealth Management’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 		$1.49K Hold
20
– – ﹤0.01% 2067
2026
Q1 		$1.27K Buy
+20
New +$1.34K ﹤0.01% 2104
2025
Q3 		– Sell
-20
Closed -$1.15K – 2412
2025
Q2 		$1.15K Sell
20
-481
-96% -$25.6K ﹤0.01% 2257
2025
Q1 		$26.3K Buy
501
+20
+4% +$1.13K ﹤0.01% 1510
2024
Q4 		$26.3K Hold
481
– – ﹤0.01% 1528
2024
Q3 		$24.6K Hold
481
– – ﹤0.01% 1375
2024
Q2 		$23K Sell
481
-829
-63% -$37.9K ﹤0.01% 1396
2024
Q1 		$60.3K Buy
1,310
+115
+10% +$5.11K ﹤0.01% 1153
2023
Q4 		$54.9K Buy
1,195
+67
+6% +$2.68K ﹤0.01% 1176
2023
Q3 		$41.7K Buy
1,128
+1
+0.1% +$41 ﹤0.01% 1226
2023
Q2 		$43.3K Buy
1,127
+115
+11% +$4.27K ﹤0.01% 1254
2023
Q1 		$36.8K Buy
1,012
+31
+3% +$1.45K ﹤0.01% 1335
2022
Q4 		$47K Buy
981
+642
+189% +$33.2K ﹤0.01% 1009
2022
Q3 		$16K Sell
339
-203
-37% -$9.77K ﹤0.01% 1408
2022
Q2 		$24K Sell
542
-338
-38% -$16.1K ﹤0.01% 1588
2022
Q1 		$46K Sell
880
-6,357
-88% -$343K ﹤0.01% 1478
2021
Q4 		$362K Buy
7,237
+6,571
+987% +$328K 0.01% 819
2021
Q3 		$31K Hold
666
– – ﹤0.01% 1673
2021
Q2 		$30K Sell
666
-6,358
-91% -$296K ﹤0.01% 1701
2021
Q1 		$298K Buy
+7,024
New +$276K 0.01% 870

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 $3.37T AUM 44.26% 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

Spire Wealth Management's HWC Position: Q2 2026 in Review

Spire Wealth Management held its Hancock Whitney (HWC) position steady in Q2 2026 at 20 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

Spire Wealth Management first reported a position in HWC in Q1 2021 and has held it in 20 quarters since. The position peaked at $362K in Q4 2021. 394 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Spire Wealth Management held 20 shares of Hancock Whitney worth $1.49K as of Q2 2026.
  • Spire Wealth Management left its Hancock Whitney share count unchanged in Q2 2026.
  • Hancock Whitney made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2067 holding.
  • Spire Wealth Management first reported a position in Hancock Whitney in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Hancock Whitney position peaked at $362K in Q4 2021.
  • 394 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.