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United Financial Planning Group’s Hancock Whitney HWC Stock Holding History

United Financial Planning 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
Q2 		– Sell
-37
Closed -$2.35K – 502
2026
Q1 		$2.35K Buy
+37
New +$2.48K ﹤0.01% 419

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

United Financial Planning Group's HWC Position: Q2 2026 in Review

United Financial Planning Group sold out of Hancock Whitney (HWC) in Q2 2026, closing a stake of 37 shares — an estimated $2.35K sold.

United Financial Planning Group first reported a position in HWC in Q1 2026 and held it in 1 quarter. The position peaked at $2.35K in Q1 2026. 394 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • United Financial Planning Group reported no remaining Hancock Whitney position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 37 Hancock Whitney shares in Q2 2026, an estimated $2.35K.
  • United Financial Planning Group first reported a position in Hancock Whitney in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Hancock Whitney position peaked at $2.35K in Q1 2026.
  • 394 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.