Steward Partners Investment Advisory’s Hancock Whitney HWC Stock Holding History

Steward Partners Investment Advisory’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	$5.89M	Buy	78,807 +3,712	+5%	+$254K	0.03%	502
2026 Q1	$4.78M	Buy	75,095 +74,082	+7,313%	+$4.96M	0.02%	528
2025 Q4	$64.5K	Hold	1,013	–	–	﹤0.01%	2538
2025 Q3	$63.4K	Buy	+1,013	New	+$62.1K	﹤0.01%	2487
2024 Q1	–	Sell	-2,277	Closed	-$111K	–	3612
2023 Q4	$111K	Hold	2,277	–	–	﹤0.01%	1638
2023 Q3	$84.2K	Buy	2,277 +232	+11%	+$9.47K	﹤0.01%	1658
2023 Q2	$78.5K	Buy	2,045 +309	+18%	+$11.5K	﹤0.01%	1692
2023 Q1	$63.2K	Buy	1,736 +3	+0.2%	+$140	﹤0.01%	1773
2022 Q4	$83.9K	Buy	1,733 +1	+0.1%	+$52	﹤0.01%	1614
2022 Q3	$79K	Buy	1,732 +326	+23%	+$15.7K	﹤0.01%	1588
2022 Q2	$62K	Buy	1,406 +800	+132%	+$38.1K	﹤0.01%	1699
2022 Q1	$32K	Buy	606 +526	+658%	+$28.4K	﹤0.01%	2141
2021 Q4	$4K	Hold	80	–	–	﹤0.01%	2887
2021 Q3	$4K	Buy	+80	New	+$3.54K	﹤0.01%	2865
2019 Q3	–	Sell	-27	Closed	-$1K	–	2680
2019 Q2	$1K	Buy	+27	New	+$1.11K	﹤0.01%	2528

Other funds holding HWC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Steward Partners Investment Advisory's HWC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Hancock Whitney (HWC) stake by 4.9% in Q2 2026, buying an estimated $254K and bringing the position to 78,807 shares worth $5.89M. The position accounts for 0.03% of the portfolio, ranked #502.

Steward Partners Investment Advisory first reported a position in HWC in Q2 2019 and has held it in 15 quarters since. 396 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

Steward Partners Investment Advisory held 78,807 shares of Hancock Whitney worth $5.89M as of Q2 2026.
Steward Partners Investment Advisory bought 3,712 Hancock Whitney shares in Q2 2026, an estimated $254K.
Hancock Whitney made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #502 holding.
Steward Partners Investment Advisory first reported a position in Hancock Whitney in Q2 2019 and has held it in 15 quarters since.
396 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.