BF
HPS

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

BOK Financial’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
Q2 		– Sell
-500
Closed -$7.5K – 1225
2025
Q1 		$7.5K Buy
+500
New +$7.54K ﹤0.01% 1003

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

BOK Financial's HPS Position: Q2 2025 in Review

BOK Financial sold out of John Hancock Preferred Income Fund III (HPS) in Q2 2025, closing a stake of 500 shares — an estimated $7.5K sold.

BOK Financial first reported a position in HPS in Q1 2025 and held it in 1 quarter. The position peaked at $7.5K in Q1 2025. 67 funds tracked by Wall St. Rank hold HPS as of Q2 2025.

  • BOK Financial reported no remaining John Hancock Preferred Income Fund III position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 500 John Hancock Preferred Income Fund III shares in Q2 2025, an estimated $7.5K.
  • BOK Financial first reported a position in John Hancock Preferred Income Fund III in Q1 2025 and held it in 1 quarter.
  • BOK Financial's John Hancock Preferred Income Fund III position peaked at $7.5K in Q1 2025.
  • 67 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.