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Turning Point Benefit Group’s Hancock Whitney HWC Stock Holding History

Turning Point Benefit Group’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
Q1 		– Sell
-45
Closed -$2.87K – 411
2025
Q4 		$2.87K Buy
+45
New +$2.73K ﹤0.01% 386

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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

Turning Point Benefit Group's HWC Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Hancock Whitney (HWC) in Q1 2026, closing a stake of 45 shares — an estimated $2.87K sold.

Turning Point Benefit Group first reported a position in HWC in Q4 2025 and held it in 1 quarter. The position peaked at $2.87K in Q4 2025. 386 funds tracked by Wall St. Rank hold HWC as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Hancock Whitney position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 45 Hancock Whitney shares in Q1 2026, an estimated $2.87K.
  • Turning Point Benefit Group first reported a position in Hancock Whitney in Q4 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's Hancock Whitney position peaked at $2.87K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.