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True Wealth Design’s Hancock Whitney HWC Stock Holding History

True Wealth Design’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 		$47.3K Buy
633
+181
+40% +$12.4K 0.01% 505
2026
Q1 		$28.7K Hold
452
– – 0.01% 575
2025
Q4 		$28.8K Sell
452
-1
-0.2% -$61 0.01% 491
2025
Q3 		$28.4K Hold
453
– – 0.01% 482
2025
Q2 		$26K Buy
453
+409
+930% +$21.8K 0.01% 326
2025
Q1 		$2.31K Buy
+44
New +$2.48K ﹤0.01% 956

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

True Wealth Design's HWC Position: Q2 2026 in Review

True Wealth Design increased its Hancock Whitney (HWC) stake by 40% in Q2 2026, buying an estimated $12.4K and bringing the position to 633 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #505.

True Wealth Design first reported a position in HWC in Q1 2025 and has held it in 6 quarters since. 394 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • True Wealth Design held 633 shares of Hancock Whitney worth $47.3K as of Q2 2026.
  • True Wealth Design bought 181 Hancock Whitney shares in Q2 2026, an estimated $12.4K.
  • Hancock Whitney made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #505 holding.
  • True Wealth Design first reported a position in Hancock Whitney in Q1 2025 and has held it in 6 quarters since.
  • 394 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.