SFWA
HWC icon

Summit Financial Wealth Advisors’s Hancock Whitney HWC Stock Holding History

Summit Financial Wealth 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
2026
Q2 		$6.52M Buy
87,318
+481
+0.6% +$32.9K 0.83% 28
2026
Q1 		$5.52M Buy
86,837
+520
+0.6% +$34.8K 0.78% 30
2025
Q4 		$5.5M Sell
86,317
-1,228
-1% -$74.6K 0.79% 33
2025
Q3 		$5.47M Sell
87,545
-1,211
-1% -$74.2K 0.85% 30
2025
Q2 		$5.09M Sell
88,756
-493
-0.6% -$26.2K 0.91% 29
2025
Q1 		$4.68M Sell
89,249
-159
-0.2% -$8.94K 0.93% 29
2024
Q4 		$5.26M Sell
89,408
-146
-0.2% -$8.08K 1.03% 26
2024
Q3 		$4.58M Sell
89,554
-54,416
-38% -$2.77M 0.86% 27
2024
Q2 		$6.89M Sell
143,970
-45,444
-24% -$2.08M 1.4% 24
2024
Q1 		$8.72M Sell
189,414
-5,896
-3% -$262K 1.77% 18
2023
Q4 		$9.49M Sell
195,310
-33
-0% -$1.32K 2.15% 13
2023
Q3 		$7.44M Sell
195,343
-27,909
-13% -$1.14M 1.83% 17
2023
Q2 		$8.57M Buy
223,252
+98,661
+79% +$3.67M 1.98% 15
2023
Q1 		$4.54M Buy
124,591
+1,599
+1% +$74.6K 1.08% 27
2022
Q4 		$5.95M Buy
122,992
+70
+0.1% +$3.62K 1.44% 22
2022
Q3 		$6.67M Buy
122,922
+2,803
+2% +$135K 1.92% 18
2022
Q2 		$5.74M Buy
120,119
+2,947
+3% +$140K 1.37% 28
2022
Q1 		$6.11M Sell
117,172
-12,972
-10% -$700K 1.24% 29
2021
Q4 		$6.81M Buy
130,144
+2,941
+2% +$147K 1.32% 27
2021
Q3 		$5.99M Buy
127,203
+129
+0.1% +$5.72K 1.36% 26
2021
Q2 		$5.65M Buy
127,074
+1,099
+0.9% +$51.1K 1.28% 28
2021
Q1 		$4.29M Buy
125,975
+438
+0.3% +$17.2K 1.09% 26
2020
Q4 		$2.36M Buy
125,537
+1,130
+0.9% +$30.4K 0.64% 32
2020
Q3 		$2.91M Sell
124,407
-465
-0.4% -$9.1K 0.78% 28
2020
Q2 		$2.37M Buy
+124,872
New +$2.58M 0.63% 31
2015
Q4 		– Sell
-1,000
Closed -$27K – 161
2015
Q3 		$27K Hold
1,000
– – 0.02% 148
2015
Q2 		$31K Hold
1,000
– – 0.02% 172
2015
Q1 		$30K Hold
1,000
– – 0.02% 146
2014
Q4 		$31K Buy
+1,000
New +$32.5K 0.02% 138

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

Summit Financial Wealth Advisors's HWC Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Hancock Whitney (HWC) stake by 0.55% in Q2 2026, buying an estimated $32.9K and bringing the position to 87,318 shares worth $6.52M. The position accounts for 0.83% of the portfolio, ranked #28.

Summit Financial Wealth Advisors first reported a position in HWC in Q4 2014 and has held it in 29 quarters since. The position peaked at $9.49M in Q4 2023. 394 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Summit Financial Wealth Advisors held 87,318 shares of Hancock Whitney worth $6.52M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 481 Hancock Whitney shares in Q2 2026, an estimated $32.9K.
  • Hancock Whitney made up 0.83% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Summit Financial Wealth Advisors first reported a position in Hancock Whitney in Q4 2014 and has held it in 29 quarters since.
  • Summit Financial Wealth Advisors's Hancock Whitney position peaked at $9.49M in Q4 2023.
  • 394 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.