Caldwell Trust’s John Hancock Preferred Income Fund III HPS Stock Holding History
Bought
Maintained
Sold
Other funds holding HPS
GC
Caldwell Trust's HPS Position: Q1 2026 in Review
Caldwell Trust held its John Hancock Preferred Income Fund III (HPS) position steady in Q1 2026 at 390 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #705.
Caldwell Trust first reported a position in HPS in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.62K in Q4 2025. 60 funds tracked by Wall St. Rank hold HPS as of Q1 2026.
- Caldwell Trust held 390 shares of John Hancock Preferred Income Fund III worth $5.55K as of Q1 2026.
- Caldwell Trust left its John Hancock Preferred Income Fund III share count unchanged in Q1 2026.
- John Hancock Preferred Income Fund III made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #705 holding.
- Caldwell Trust first reported a position in John Hancock Preferred Income Fund III in Q4 2025 and has held it in 2 quarters since.
- Caldwell Trust's John Hancock Preferred Income Fund III position peaked at $5.62K in Q4 2025.
- 60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q1 2026.
Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.