James T. Borello RIA
HWC icon

James T. Borello RIA’s Hancock Whitney HWC Stock Holding History

James T. Borello RIA’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
Q3 		$4.83K Hold
67
– – ﹤0.01% 790
2026
Q2 		$5.01K Hold
67
– – ﹤0.01% 784
2026
Q1 		$4.26K Buy
+67
New +$4.49K ﹤0.01% 799

Other funds holding HWC

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

James T. Borello RIA's HWC Position: Q3 2026 in Review

James T. Borello RIA held its Hancock Whitney (HWC) position steady in Q3 2026 at 67 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

James T. Borello RIA first reported a position in HWC in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.01K in Q2 2026. 67 funds tracked by Wall St. Rank hold HWC as of Q3 2026.

  • James T. Borello RIA held 67 shares of Hancock Whitney worth $4.83K as of Q3 2026.
  • James T. Borello RIA left its Hancock Whitney share count unchanged in Q3 2026.
  • Hancock Whitney made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #790 holding.
  • James T. Borello RIA first reported a position in Hancock Whitney in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's Hancock Whitney position peaked at $5.01K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.