AssetMark Inc’s John Hancock Preferred Income Fund III HPS Stock Holding History

AssetMark Inc’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
2026 Q2	$73	Buy	+5	New	+$73	﹤0.01%	3492

Other funds holding HPS

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AssetMark Inc's HPS Position: Q2 2026 in Review

AssetMark Inc opened a new position in John Hancock Preferred Income Fund III (HPS) in Q2 2026: 5 shares worth $73. The stake represents ﹤0.01% of the portfolio and ranks #3492 among its holdings.

33 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

AssetMark Inc held 5 shares of John Hancock Preferred Income Fund III worth $73 as of Q2 2026.
John Hancock Preferred Income Fund III was a new AssetMark Inc position in Q2 2026.
John Hancock Preferred Income Fund III made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3492 holding.
33 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.