AFG
HPS

Albion Financial Group’s John Hancock Preferred Income Fund III HPS Stock Holding History

Albion Financial Group’s Portfolio HPS Stock Details HPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-69,433
Closed -$1.07M – 663
2025
Q3 		$1.07M Buy
+69,433
New +$1.02M 0.06% 104

Other funds holding HPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Albion Financial Group's HPS Position: Q4 2025 in Review

Albion Financial Group sold out of John Hancock Preferred Income Fund III (HPS) in Q4 2025, closing a stake of 69,433 shares — an estimated $1.07M sold.

Albion Financial Group first reported a position in HPS in Q3 2025 and held it in 1 quarter. The position peaked at $1.07M in Q3 2025. 64 funds tracked by Wall St. Rank hold HPS as of Q4 2025.

  • Albion Financial Group reported no remaining John Hancock Preferred Income Fund III position as of Q4 2025 after selling out during the quarter.
  • Albion Financial Group sold 69,433 John Hancock Preferred Income Fund III shares in Q4 2025, an estimated $1.07M.
  • Albion Financial Group first reported a position in John Hancock Preferred Income Fund III in Q3 2025 and held it in 1 quarter.
  • Albion Financial Group's John Hancock Preferred Income Fund III position peaked at $1.07M in Q3 2025.
  • 64 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2025.

Based on Albion Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.