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Twin Peaks Wealth Advisors’s Hancock Whitney HWC Stock Holding History

Twin Peaks 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 		– Sell
-144
Closed -$9.16K – 1119
2026
Q1 		$9.16K Buy
+144
New +$9.64K ﹤0.01% 1109
2025
Q3 		– Sell
-128
Closed -$7.72K – 1060
2025
Q2 		$7.72K Buy
+128
New +$6.81K ﹤0.01% 1069

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

Twin Peaks Wealth Advisors's HWC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Hancock Whitney (HWC) in Q2 2026, closing a stake of 144 shares — an estimated $9.16K sold.

Twin Peaks Wealth Advisors first reported a position in HWC in Q2 2025 and held it in 2 quarters. The position peaked at $9.16K in Q1 2026. 395 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Hancock Whitney position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 144 Hancock Whitney shares in Q2 2026, an estimated $9.16K.
  • Twin Peaks Wealth Advisors first reported a position in Hancock Whitney in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Hancock Whitney position peaked at $9.16K in Q1 2026.
  • 395 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.