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Waverly Advisors’s Hancock Whitney HWC Stock Holding History

Waverly 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 		$245K Buy
+3,278
New +$224K ﹤0.01% 1529
2014
Q4 		– Sell
-71
Closed -$2K – 537
2014
Q3 		$2K Hold
71
– – ﹤0.01% 724
2014
Q2 		$3K Hold
71
– – ﹤0.01% 664
2014
Q1 		$3K Sell
71
-3,234
-98% -$115K ﹤0.01% 626
2013
Q4 		$121K Buy
3,305
+71
+2% +$2.39K 0.04% 199
2013
Q3 		$101K Sell
3,234
-6,942
-68% -$225K 0.05% 150
2013
Q2 		$306K Buy
+10,176
New +$291K 0.18% 66

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

Waverly Advisors's HWC Position: Q2 2026 in Review

Waverly Advisors opened a new position in Hancock Whitney (HWC) in Q2 2026: 3,278 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1529 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in HWC as recently as Q3 2014.

Waverly Advisors first reported a position in HWC in Q2 2013 and has held it in 7 quarters since. The position peaked at $306K in Q2 2013. 396 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

  • Waverly Advisors held 3,278 shares of Hancock Whitney worth $245K as of Q2 2026.
  • Hancock Whitney was a new Waverly Advisors position in Q2 2026.
  • Hancock Whitney made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1529 holding.
  • Waverly Advisors first reported a position in Hancock Whitney in Q2 2013 and has held it in 7 quarters since.
  • Waverly Advisors's Hancock Whitney position peaked at $306K in Q2 2013.
  • 396 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.