Planning Strategies Inc.’s Hancock Whitney HWC Stock Holding History

Planning Strategies Inc.’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	$75	Buy	+1	New	+$68	﹤0.01%	1048

Other funds holding HWC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Planning Strategies Inc.'s HWC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Hancock Whitney (HWC) in Q2 2026: 1 share worth $75. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings.

92 funds tracked by Wall St. Rank hold HWC as of Q2 2026.

Planning Strategies Inc. held 1 share of Hancock Whitney worth $75 as of Q2 2026.
Hancock Whitney was a new Planning Strategies Inc. position in Q2 2026.
Hancock Whitney made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1048 holding.
92 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.